For NASD-Registered Representatives who encourage their clients to use Advisors 401(k) to run their own 401k plans in-house

Advisors 401(k) is THE answer for affordable, quality small business 401k plans. Don't miss out on the enormous smaller plan market!

When your clients use Advisors 401(k)...

They can receive a $200 rebate on their purchase of Advisors 401(k) by mentioning you as the "How did you hear about us?" source in our order form.

We take care of all sales administration, plan customizations and technical support. You simply refer the client to us and act as your clients' Investment Advisor.

You're listed as the Broker of Record for your clients' investments. An extensive listing of Class A, B and C funds as well as participant-directed brokerage accounts (such as Bear Stearns accounts) are available.

Your clients handle all plan administration in-house using our customized 401k administration software and companion materials.

You must be registered with us as a Registered Representative Program Participant when we receive your client's order for the purchase to qualify for the $200 rebate. Register today!

Your customers get a one-time $200 rebate when they purchase Advisors 401(k) -- whether as startup plan or plan conversion -- simply by mentioning your name.

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

The client lists you or your company, the registered Registered Representatives' Rebate Program Participant, in the "How did you hear about us?" section of our order form.

The customer does not return its Advisors 401(k) system within 60 days.

It's that easy!

Whether your client already has a 401k plan and is having us convert it into an Advisors 401(k) plan or is starting up its first company plan, qualifying for the $200 rebate is as easy as mentioning you, the Registered Representatives' Rebate Program Participant, in the "How did you hear about us?" section of our order form.

Remember, you must be registered with us as a Registered Representatives' Rebate Program Participant when we receive your client's order for the purchase to qualify for the $200 rebate. Register today!

NASD Registered Representatives' "responsibilities"
In signing up to be a Registered Representatives' Rebate Program Participant 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 Registered Representatives' Rebate 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 simply mentioned Advisors 401(k) in passing or included a tiny-type mention of our offer on your website or product advertising.

Put an ad for Advisors 401(k) on your website, if you like. Link it to our website if you'd like us to assist your clients with information about Advisors 401(k), or link our ads to your own email account if you want your clients to contact you regarding Advisors 401(k).

We DO NOT condone spamming and related marketing techniques. Please read the Advisors 401(k) Registered Representatives' Rebate 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 small business owners to consider the run-it-yourself 401k approach and thereby qualify for the $200 rebate that comes only in conjunction with mentioning a registered Registered Representatives' Rebate Program Participant when ordering Advisors 401(k).

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.

This NASD Registered Rep Rebate Program cannot be combined with other Advisors 401(k) Business Alliance Programs.

The rebate offer available through the NASD Registered Representatives' Rebate Program cannot be combined with any other rebates offered within other Advisors 401(k) Business Alliance Programs (such as the Mutual Fund Tie-In Program, which also offers customers a $200 rebate on their purchase of Advisors 401k).

Advisors 401(k) customers can qualify for one and only one rebate per purchase of an Advisors 401(k) system.

The Registered Representatives' Rebate Program offers the maximum rebate available on Advisors 401(k), so you know your clients are getting the best deal there is!

Sign up today -- it's easy!
To become a Advisors 401(k) Registered Representatives' Rebate Program participant and enable your clients to qualify for a $200 rebate when purchasing Advisors 401(k)...

First, read the Advisors 401(k) Registered Representatives' Rebate Program Agreement. You must agree to the terms of the Agreement in signing up for the Registered Representatives' Rebate Program.

Second, complete and submit your Advisors 401(k) Registered Representatives' Rebate Program 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 Registered Representatives' Rebate Program Participant listing 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 clients can qualify for the $200 rebate when purchasing Advisors 401(k).

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 until we notify you in writing that the change has been accepted.

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