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Your referrals and clients are important to us. We know that your small-business clients trust you to do what's best for them.
That's why we provide advisors in our Road to Retirement (R2R) Network with a suite of sales and marketing tools that will help grow their business.
Here are some of the tools you can use to help you grow:
Marketing materials
Calculators
New Comparability
Competitive materials
Press articles
Vitamin(k) newsletter  Marketing materials
Our marketing materials will help you educate your clients about The Online 401(k)'s solution and how to work with us:
Conversion step-by-step
Converting a plan? We make it easy for you. Find out our process for a successful conversion.
Core brochure
Our core brochure tells you more about who we are and how we can help
Features
An overview of our features
Introducing The Online 401(k) to your employees
Once your client has signed on, here's some help on introducing us to his or her employees
Online Enrollment Meeting one-pager
The Online 401(k)’s Online Enrollment Meeting
Poll your employees about a 401(k)
Help your clients set the stage
Qualifying a startup plan
Tools you can use to qualify prospects
Qualifying small business clients
Is your small business client ready for a 401(k)?
Roth for advisors
Information on Roth for financial advisors
To Roth or not to Roth
A one-pager on Roth for your clients
Calculators
Your clients have access to a variety of tools and calculators to help them make decisions in regards to their plan.
The two calculators we offer are:
Payroll calculator
Calculate net pay after contribution
Roth calculator
Find out if Roth makes sense for your client  New Comparability
Census input
Use this form to put in your clients' census to get an idea of what New Comp can do for them
New Comparability
Read about how New Comparability can help your clients put away more money
New Comparability prospecting letter
A letter you can use for New Comp prospects
Sample New Comparability projection
See what a sample New Comp projection looks like
Press articles
See a select list of our most popular press mentions and pass them on!
For a complete list of our media coverage, please see our Press page.
"Plan To Outlast A Crash"
The Online 401(k)’s President and CEO, Chad Parks, discusses persistence in the small business world.
Investor’s Business Daily
"The San Francisco Business Times Fast 100"
The Online 401(k) was named one of the fastest-growing private companies in the Bay Area.
San Francisco Business Times
"Small Investors Face
a New Fund Hazard"
New SEC rule attempts to curb market-timing yields fees and lockouts for 401(k) savers.
The Wall Street Journal
 Advisor Communications
We publish a newsletter on related 401(k) topics for prospects. You can find helpful information on issues such as increasing participation and other challenges that small business owner’s face.
Advisor Vitamin(k) 2009
- August – Important Deadline: September 15 for 2009 Safe Harbor
- July – Special offer to help businesses during difficult times
- June – Important QDIA update that may affect your clients
- May – The battle against hidden fees continues with new House bill
- April – Your Express(k) and Custom(k) questions answered
- February – What 408(b)(2) means to you
- January – Look for retirement reform in 2009
Browse back issues:
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See fund lists
