Maybe you've got a few small-business clients that you'd like to refer casually, or you're just starting out with 401(k)s and want to take it slow.

Level 1 involvement in the R2R Network may be just the thing for you.

What you get:

• $500 discount paid to you or your clients, per 401(k) sale for referring business to us
• Dedicated Regional Sales Director to provide you with the support you need
• Standard 401(k) proposal generator
• Vitamin(k) newsletter with up-to-date 401(k) news and education
• The Online 401(k) Client Relations Group

  What you need to do:

  All of this is free to you and it takes just three easy steps:

  Step 1

  Go to Join our Network and fill out the form with your information. A Regional Sales Director will call you immediately to get more information about you and your clients' needs.

  OR

  Contact us by phone at 877.775.401k or e-mail at advisors@theonline401k.com to talk to a Regional Sales Director who will get you started.

  Step 2

  Fill out an R2R Agreement form and fax it back to us. The Regional Sales Director will send you this form.

  Step 3

  Start referring business! Our Regional Sales Directors are here to help you close the business and can assist on conference calls and presentations. It's that easy!

   

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