So you'd like the ability to create a customized fund list and model portfolios for your small-business clients?
Most providers don't allow you to do this across all clients, but we can through our Level 3 membership.
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
Complete co-branding package
Customized proposal with your information
Access to 401(k) sales tools and marketing collateral
Vitamin(k) newsletter with up-to-date 401(k) news and education
Access to special partner Web site that allows you to see all your clients' information
One-stop access to manage all your clients' 401(k) plan investments
Ability to allow your other team members to access client information and customize their level of access
Customized fund list that can be used across all clients
Model portfolio creation and management across all clients
The Online 401(k) Client Relations Group
What you need to do:
All of this is costs just $1,500 (one-time implementation fee) 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.
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
We'll work with you to set up your customized fund list and 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 a 401(k) proposal
Access all of your clients' key 401(k) information
Use sales tools and marketing collateral developed just for our Network members
Most importantly, you'll be able to create model portfolios based on your customized fund lists that you can use over and over for different clients.
A Regional Sales Director will give you a guided tour of the site so you'll know how to take advantage of these powerful tools.
Step 4
Start providing a truly integrated 401(k) solution to your small business clients - with YOUR customized investments! Yes, it's just that easy!
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