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Referral Partner Program

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Page Topics

[topic 1]

The Web 401k Referral Partner Program

Any Web 401k customer who lists you as the Referral Partner at the end of our order form can earn you money:

-- You'll earn $100.00 for each third-party company that adopts a Web 401k plan and names you as the "How did you learn about us?" source in our order form.

-- You can choose to decline the commission and instead have us give the customer a $100 rebate on the purchase.

-- If you're an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions, you MUST select the rebate option.

1.

The Referral Partner Program

2.

You Can Earn Money -- Effortlessly

3.

Everyone Is Eligible

4.

Referral Partner "Responsibilities"

5.

Sign Up Today to be a Referral Partner

6.

Referral Partner Application

It's so easy: You could simply mention Web 401k in a conversation, e-mail someone our web address, or place a link to our website within your website.

-- You must be registered with us as a Referral Partner when we receive the order mentioning you as the referral source to be eligible for Referral Partner income.

-- Register today.

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[topic 2]

You Can Earn Money -- Effortlessly

Earning Referral Partner income is easy…

-- ANY third-party company that adopts a Web 401k plan and names you as the "How did you learn about us?" source in our order form earns you $100.00.

-- You can choose to decline the commission and instead let the customer have a $100 rebate on its Web 401k purchase.

-- It doesn't matter how little effort you put out to introduce the party to Web 401k and encourage them to go with our self-service 401k plan, you still earn the full $100.00 for every qualified purchase.

-- ANYONE can become a Referral Partner.

Here are some ways Referral Partners can spread the word about Web 401k:

-- Place a link to the Web 401k website in your website.
Contact us for a Web 401k ad that fit your needs. Then place the ad in your website and link it to www.web-401k.com.

-- E-mail mini-ads about Web 401k to friends and clients.
Contact us for a Web 401k ad to use in solicitations, or just list our web address: www.web-401k.com. Say as little or as much about Web 401k as you like to inspire people to visit our website and adopt a Web 401k self-service 401k plan. 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. (We DO NOT condone spam e-mail campaigns, by the way; please carefully read the Referral Partner Agreement's section on spamming.)

-- Run Web 401k 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 Web 401k. Contact us if you need print-ready artwork; full-color and greyscale logos are available by request at no charge via electronic transfer.

-- Good old fashioned word of mouth.
Sometimes merely telling someone about a product as innovative as Web 401k can do the trick.

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[topic 3]

Everyone Is Eligible

Companies, partnerships, nonprofit associations, individuals.... They're all eligible to be Web 401k Referral Partners.

-- You don't need ANY 401k expertise to be a Referral Partner. Just send people to our website: It contains all the 401k expertise, and your referrals can then contact us if they have any questions.

-- The more you DO know about Web 401k, of course, the more prepared you are to tout its attributes and thereby encourage people to consider our online self-service 401k approach.

-- Visit our website's Quick Info section for an overview of what's so great about Web 401k. The Features and Functionality, Pricing and Price Comparisons, and Investments sections expand on important points made within Quick Info.

-- Try our free demo for a global picture of the Web 401k system; it can be particularly useful if you have even a vague familiarity with or understanding about running a 401k plan.

-- The demo is a fully functioning version of Web 401k customized to service a few fictitious company plans. You can explore the system's remarkable capabilities on your own or call us for a guided tour.

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[topic 4]

Referral Partner "Responsibilities"

There are none. In signing up to be a Referral Partner you in no way commit yourself to generating any referral business for Web 401k.

-- You pay nothing and make no commitment to generating any sales in joining the Web 401k Referral Partner Program.

-- Please read the Referral Partner Agreement before submitting your Referral Partner Application. If you have any questions, contact us.

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[topic 5]

Sign Up Today to be a Web 401k Referral Partner

To become a Referral Partner and earn $100 for EACH company adopting a Web 401k plan (or have the customer qualify for the $100 rebate) when the company names you as the "How did you learn about us?" source in our order form...

-- Read the Referral Partner Agreement.
All Referral Partner applicants must agree to the terms of the Agreement for their Referral Partner Applications to be accepted.

-- Complete and submit the below Referral Partner Application.
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 (or have customers you refer be eligible for the $100 rebate).

-- If you later decide you want to change any aspect of your Application, please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective, however, until we notify you in writing of its acceptance.

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[topic 6]

Referral Partner Application

Initial application or change(s) to previously submitted application?

Initial application

Change(s) to previously submitted application

Company name:

Type of business:

Contact person:

Title:

E-mail:

Phone:

-

Fax:

-

Mailing address:

City:

State:

Zip:

Website address:

Reciprocal link?

Do you wish to have a link to your website placed within the Links section of our website (upon our approval)?

Yes No Not applicable (don't have a website)

Commission or rebate?

Do you wish to have any commission earned paid to you or rebated to the customer?

Pay commission Rebate commission amount to customer

Are you an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions?

Yes No

Referral Partner Terms Agreement:

I, the applicant in this Referral Partner Program Application, hereby accept the terms of the Referral Partner Program Agreement on this day of , .

Comments:

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