The 401(k) Easy Nonprofit Association Referral Partner Program

Your members simply name your nonprofit association when ordering 401(k) Easy

401(k) Easy lets your nonprofit association raise money effortlessly

Notifying Your Membership

All nonprofit associations are eligible

Nonprofit Association Referral Partner "responsibilities"

Sign up today to be a 401(k) Easy Nonprofit Association Referral Partner

Application

[topic 1]

The 401(k) Easy Nonprofit Association Referral Partner Program

Tell your membership about 401(k) Easy run-it-yourself 401k plans and earn $100 to $300 for each 401(k) Easy plan adopted by your members and qualify your members for a rebate on 401(k) Easy at the same time.

Choose the arrangement that best suits the needs of your association and its membership:

-- Schedule A: $300 referral commission, $100 customer rebate
Schedule A awards your nonprofit association $300 for each qualified referral and your members a $100 rebate on 401(k) Easy.

-- Schedule B: $200 referral commission, $200 customer rebate
Schedule B awards your nonprofit association $200 for each qualified referral and your members a $200 rebate on 401(k) Easy.

-- Schedule C: $100 referral commission, $300 customer rebate
Schedule C awards your nonprofit association $100 for each qualified referral and your members a $300 rebate on 401(k) Easy.

-- Your association must select only one of the above commission-rebate arrangements in becoming a Nonprofit Association Referral Partner, but it can change its designation at any time by notifying us in writing.

-- Your association must be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for your association to be eligible for Referral Partner income and your member the corresponding rebate on 401(k) Easy.

-- Register today!

[topic 2]

Your Members Simply Name Your Nonprofit Association When Ordering 401(k) Easy

Earning nonprofit association referral commissions from 401(k) Easy is as easy as having your members name your association in the "How did you hear about us?" section of our order form when adopting a 401(k) Easy 401k plan.

-- Your association MUST be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for the referral to be eligible to generate a referral commission and customer rebate. Register today.

-- Your association pays nothing and makes no commitment to generating any sales in joining 401(k) Easy's Referral Partner Program. The Program is absolutely free.

-- Please read the 401(k) Easy Nonprofit Association Referral Partner Agreement before submitting your Nonprofit Association Referral Partner Application. If you have any questions, just contact us.

[topic 3]

401(k) Easy Lets Your Nonprofit Association Raise Money Effortlessly

Earning Referral Partner income is easy for nonprofit associations!

-- Just have your members mention your association when ordering.
Any member of your nonprofit association that adopts a 401(k) Easy 401k plan and names your association as the "How did you learn about us?" source in our order form earns your nonprofit association a referral commission and the member a rebate on 401(k) Easy.

-- Your association earns $100 to $300 on every order, depending on which commission-customer rebate program it has registered under (see above).

-- Your association is not obligated to do anything nor promote 401(k) Easy in any way. You'll obviously want to somehow notify your membership of their discount and your association's benefit regarding 401(k) Easy, but the effort your association puts out is up to you. So long as the member names your association as the "How did you learn about us?" source when ordering its 401(k) Easy 401k plan and your association is registered with us at the time as a Nonprofit Association Referral Partner, it gains the full commission and the member the full discount pursuant to the schedule your association signed up for (see above).

-- Your association doesn't have to share any membership information. We never ask our Nonprofit Association Referral Partners to reveal contact names, phone numbers e-mail addresses or any other information about their members. We let your association inform your members about the existence of 401(k) Easy and 401(k) Easy's informative website, and let your members contact us if they'd like more information.

-- It's free to be a Nonprofit Association Referral Partner. There are no fees involved, and your association keeps the full referral commission as "profit" to put toward its good works.

-- The Nonprofit Association Referral Partner Program is open to all nonprofit associations.

[topic 4]

Notifying Your Membership

As we said above, we leave it up to you to contact your membership about 401(k) Easy. Here are some suggestions that have worked well for other Nonprofit Association Referral Partners:

-- Place a link to the 401(k) Easy website in your website.

-- Visit our ads page and choose the ad that best fits into your website. Simply download the jpeg image you want to use and link it to http://www.401keasy.com.

-- E-mail mini-ads about 401(k) Easy to your membership.

-- Use any of the royalty-free 401(k) Easy jpeg images on our ads page in your solicitations, or just list our web address: www.401keasy.com. Say as little or as much about 401(k) Easy as you like to inspire people to visit our website and adopt a 401(k) Easy run-it-yourself 401k plan -- and make sure people know who's sending them the ad so they know who to mark down in the "How did you hear about us?" section of our order form!

-- Run 401(k) Easy ads in your newsletter or trade group publication. Newsletter and/or trade group publications, especially ones geared toward small businesses or small business owners, are an excellent way to introduce people to 401(k) Easy. Contact us if you need print-ready artwork; full-color and greyscale logos are available by request at no charge via electronic transfer.

-- Sometimes just telling someone about a product as useful as 401(k) Easy can do the trick, whether at an association get-together or casual dinner between association friends.

-- We DO NOT condone "spam" e-mail or any other campaigns; please read the Nonprofit Association Referral Partner Agreement's section on spamming for details.

[topic 5]

All Nonprofit Associations Are Eligible

All nonprofit associations are eligible to be 401(k) Easy Referral Partners.

-- Your nonprofit association in no way needs to be affiliated with the finance or retirement benefits industries to join our Nonprofit Association Referral Partner Program. If your membership includes working-age people and/or their employers, then our Program is right for you: You can raise money for your organization while helping your members acquire affordable, quality retirement benefits.

-- Your association doesn't need any 401k or retirement plan knowledge to be a 401(k) Easy Nonprofit Association Referral Partner. Just direct your members to our website; it contains all the explanations and expertise, and we're only a phone call or e-mail away if your members have any questions.

-- Small business-orientated nonprofit associations are particularly encouraged to join. While 401(k) Easy is completely scalable for use by companies of any size, it is particularly suited to businesses that employ up to 250 people. These businesses have largely been ignored by the traditional retirement benefits industry, and they are the most in need of affordable, quality retirement benefit options. Your association can not only raise money for itself and its good works in informing your members about 401(k) Easy, but it can also help its members have a more secure financial future.

To gain a basic understanding of 401(k) Easy (if you want such before approaching your members about our customized product/service)...

-- Visit our website's Why Choose 401(k) Easy section for a quick look at what's so innovative about 401(k) Easy. The Features and Benefits, Pricing and Price Comparisons, and Investments sections expand on important points made within the Why Choose... section.

-- Take the tour for a global picture of the 401(k) Easy system; it can be especially useful if you have even a vague familiarity with or understanding of running a 401k plan.

-- Download the free software demo for a hands-on product test. The demo is a fully functioning version of the 401(k) Easy software customized for a fictitious company plan. You can explore the software's capabilities on your own or via the guided software tour contained in the demo.

[topic 6]

Nonprofit Association Referral Partner "Responsibilities"

There are none! In signing up to be a Nonprofit Association Referral Partner you in no way commit your organization to generating any referral business for 401(k) Easy.

-- You pay nothing and make no commitment to generating any sales in joining the 401(k) Easy Nonprofit Association Referral Partner Program.

-- Please read the 401(k) Easy Nonprofit Association Referral Partner Agreement before submitting your 401(k) Easy Nonprofit Association Referral Partner Application. If you have any questions, just contact us.

[topic 7]

Sign Up Today to be a 401(k) Easy Nonprofit Association Referral Partner

To become a 401(k) Easy Referral Partner and earn your association a $100, $200 or $300 commission (and generate the corresponding $300, $200 or $100 rebate for your member, see top of page) for EACH company adopting a 401(k) Easy 401k plan that names your association as the "How did you learn about us?" source in our order form...

-- First, read the 401(k) Easy Nonprofit Association Referral Partner Agreement. All Nonprofit Association Referral Partner applicants must agree to the terms of the Agreement for their Nonprofit Association Referral Partner Applications to be acceptable.

-- Second, complete and submit your 401(k) Easy Nonprofit Association Referral Partner Application (see below). You'll receive an e-mail confirmation (or other, if you don't have e-mail) that you have been added to our Referral Partner Program and are eligible for the rights and benefits thereof as soon as your completed application has been processed. Once you receive this written confirmation, you're eligible to earn referral commissions (and your members the corresponding rebate).

-- If you later decide you want to change any aspect of your Application — such as the commission-rebate formula you've chosen — please contact us IN WRITING (e-mail transmission are OK). Any change to your Application will become effective as soon as we notify you of its acceptance in writing.

[topic 8]

401(k) Easy Nonprofit Association Referral Partner Application

Association name:

Nonprofit I.D. number:

Type of business:

Contact person:

E-mail:

Phone:

-

Fax:

Mailing address:

City:

State:

Zip:

Website Address:

Commission-Rebate Formula:

Schedule A: $300 commission for nonprofit association, $100 rebate for member purchasing 401(k) Easy

Schedule B: $200 commission for nonprofit association, $200 rebate for member purchasing 401(k) Easy

Schedule C: $100 commission for nonprofit association, $300 rebate for member purchasing 401(k) Easy

Referral Partner Agreement:

I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the 401(k) Easy Nonprofit Association Referral Partner Program Agreement on this day of , 2002 2003 2004 2005 2006 2007 2008 2009 2010 .

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