Advisor Support Services - The Online 401k.

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So you'd like to offer your clients a more integrated 401(k) solution with your customized information on marketing materials and proposals?

Level 2 may be just the thing for you.

What you get:

$500 referral discount paid to you or your clients, per 401(k) sale

Dedicated Regional Sales Director

Complete co-branding package

Customized proposal with your information

Access to 401(k) sales tools and marketing collateral

Vitamin(k) newsletter with 401(k) news and education

Secure Web site where you can see your clients' 401(k) data

Management of your clients' 401(k) plans in one place

Ability for other team members to access client information

Customization of other team members' level of access

The Online 401(k) turnkey core investment list for R2R Network

The Online 401(k) Client Relations Group

What you need to do:

All of this costs just $500 (one-time implementation) and takes just four 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.

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

We set up your profile on our Partner Web site and send you the information you'll need to access the site.

Here, you can create the customized content for your proposal, access all of your clients' key 401(k) information and use sales tools and marketing collateral developed just for our Network members.

A Regional Sales Director will give you a tour of the site so you'll be able to take advantage of all of these powerful tools.

Step 4

Start providing a 401(k) solution customized with your information for your small business clients - yes, it's just that easy!!

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