1) For load mutual fund companies wanting a quick and easy way to couple their investment products with clients' Advisors 401(k) plans

Advisors 401(k) is THE answer for affordable, quality small business 401k plans. Don't miss out on the enormous smaller plan market just because you've found traditional third-party plans too costly or difficult to administrate!

-- Get all the benefits of providing 401k plan investments without any of the responsibilities for 401k plan administration!

-- We take care of all sales administration, plan customizations and Advisors 401(k) technical support. You simply refer the customer to us.

-- The customer takes care of all plan administration in-house using Advisors 401(k).

-- You get all the benefits of having the 401k plan use your proprietary mutual fund investments without any of the overhead or hassles of providing plan administration services.

-- Have clients convert their existing 401k plans into Advisors 401(k) run-it-yourself 401k plans that use your investments!

-- You must be registered with us as a Mutual Fund Tie-in Partner when we receive the order for the customer's purchase to qualify for the $200 rebate. Register today !

 


Your Customers get a $200 rebate on Advisors
401(k) by using your portfolios.

Having your customers "qualify" for the $200 Advisors 401(k) rebate is easy:

-- The customer lists your company, the registered Mutual Fund Tie-in Partner, in the "How did you hear about us?" section of our order form.

-- The customer then also selects your family of mutual funds as the investment choice.

You define "proof of purchase" in your Mutual Fund Tie-in Partner Application; you can change your definition at any time by notifying us in writing.

-- Load mutual fund investment companies:
"Proof of purchase" can be as simple as the customer requesting your portfolios be its
401k plan's investments.

 


Advisors 401(k) customer rebates reduce the cost of their plan without crossing the line concerning mutual fund refunds to customers.

Customers who list you as the "How did you hear about us?" source in our order form and select your family of mutual funds will qualify for the $200 Advisors 401(k) rebate  The rebate comes from Pension Systems Corporation., not your company; this arrangement prevents violations of securities regulations concerning customer discounts and refunds.

 


Mutual Fund Tie-in Partner "responsibilities"
In signing up to be a Mutual Fund Tie-in Partner you in no way commit yourself to generating any business for Advisors 401(k).

-- You pay nothing and make no commitment to generating any sales for Advisors 
401(k) in joining the Mutual Fund Tie-in Partner Program.

-- It's up to you how much effort you want to exert in promoting Advisors 401(k). Your clients can qualify for the $200 rebate even if you just had a tiny-type mention of our offer on your website or product advertising, or if you informed your clients about Advisors 401(k) by word of mouth!

Put an ad for Advisors 401(k) on your website, if you like. Link it to our website if you would like us to help your customer, or link our ads to your own email account if you want the customer to contact you regarding Advisors 401(k).

-- We DO NOT condone spamming and related marketing techniques. Please read the Advisors 401(k) Mutual Fund Tie-in Partner Program Agreement for details. If you have any questions, please contact us .

The more you know about , Advisors 401(k) the more prepared you'll be to encourage people to consider the run-it-yourself 401k approach and thereby qualify for the $200 rebate that comes only in conjunction with purchasing your family of funds.

-- Visit our website's In Brief section for a quick look Advisors 401(k)'s primary attributes. The Features and Benefits , Pricing and Price Comparisons, and Investments sections expand on important points made within the In Brief section.

-- Take the tour for an overview of the Advisors 401(k) 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 Advisors 401(k) software, customized for a fictitious company plan. You can explore the software's capabilities on your own or via the guided tour contained in the demo.

 


Sign up today -- it's easy!
To become a Advisors 401(k) Mutual Fund Tie-in Partner and enable your customers to qualify for a $200 rebate when purchasing Advisors 401(k)...

-- First, read the Advisors 401(k) Mutual Fund Tie-in Partner Program Agreement . All applicants must agree to the terms of the Agreement.

-- Second, complete and submit your Advisors 401(k) Mutual Fund Tie-in Partner Application (below). You'll receive an e-mail confirmation (or other, if you don't have e-mail) that you have been added to our Mutual Fund Tie-in 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, your customers will be able to qualify for the $200 rebate when purchasing Advisors 401(k).

-- If you later decide you want to change any aspect of your Application (such as your definition of "proof of purchase", please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective until we notify you in writing that the change has been accepted.

 

Advisors 401(k) Product Tie-in Partner 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)

Proof of Purchase Requirement:

Please define what your company would like us to use as "valid proof of purchase" of your product or service for companies purchasing 401(k) Easy:

Designation by the customer to use your company's investments as the 401k plan's investments (for no-load mutual fund investment companies and brokerages only)

Other (for all other Product Tie-in Partner Applicants):

Product Tie-in Partner Terms Agreement:

I, the applicant in this Product Tie-in Partner Program Application, hereby accept the terms of the Advisors 401(k)  Product Tie-in Partner Program Agreement on this day of .

Comments:

 

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