HomeBusiness Alliance: Nonprofit Associations
The LifeCycle 401k nonprofit association referral partner program
Tell your membership about LifeCycle 401k and earn $200 for each LifeCycle 401k plan adopted by your members while concurrently qualifying your members for a rebate their purchase.

Choose the arrangement that best suits the needs of your association and its membership:

Schedule A: $150 referral commission, $50 customer rebate
Schedule A awards your nonprofit association $150 for each qualified referral and your members a $50 rebate on their purchase of LifeCycle 401k.
Schedule B: $100 referral commission, $100 customer rebate
Schedule B awards your nonprofit association $100 for each qualified referral and your members a $100 rebate on their purchase of LifeCycle 401k.
Schedule C: $50 referral commission, $150 customer rebate
Schedule C awards your nonprofit association $50 for each qualified referral and your members a $150 rebate on their purchase of LifeCycle 401k.
Your association must select only one of the above commission-rebate arrangements in becoming a Nonprofit Association Referral Partner, but it can change its designation at any time by notifying us in writing.
Your association must be registered with us as a Nonprofit Association Referral Partner when we receive your member's order for your association to be eligible for Referral Partner income and your member the corresponding rebate.
Register today!

Your members simply name your nonprofit association when ordering LifeCycle 401k
Earning nonprofit association referral commissions from LifeCycle 401k is as easy as having your members name your association in the "How did you hear about us?" section of our order form when adopting a LifeCycle 401k plan.

Your association MUST be registered with us as a Nonprofit Association Referral Partner before we receive your member's order for the referral to be eligible to generate a referral commission and customer rebate. Register today.
Your association pays nothing and makes no commitment to generating any sales in joining LifeCycle 401k's Nonprofit Association Referral Partner Program. The Program is absolutely free.

LifeCycle 401k lets your nonprofit association raise money effortlessly
Earning Nonprofit Association Referral Partner income is easy.

Just have your members mention your association when ordering. Any member of your nonprofit association that adopts a LifeCycle 401k plan and names your association as the "How did you learn about us?" source in our order form earns your nonprofit association a referral commission and the member a rebate on LifeCycle 401k.
Depending on the commission-customer rebate program you choose (see above), your association earns $200 on every order.
Your association is not obligated to promote LifeCycle 401k in any way. You will likely want to somehow notify your membership of their discount and your association's benefit regarding LifeCycle 401k, but the level of effort your association puts out is up to you. So long as the member names your association as the "How did you learn about us?" source when ordering its LifeCycle 401k plan and your association is registered with us at the time as a Nonprofit Association Referral Partner, it gains the full commission and the member the full discount pursuant to the schedule your association adopted (see above).
Your association will never be asked to share with us any membership information, not contact names, phone numbers e-mail addresses or any other information (except within an actual LifeCycle 401k order request, of course). We let your association inform your members about the existence of LifeCycle 401k and LifeCycle 401k's informative web site, and let your members contact us if they would like more information.
It's free to be a Nonprofit Association Referral Partner. There are no fees involved, and your association keeps the full referral commission to put toward its good works.
The Nonprofit Association Referral Partner Program is open to all nonprofit associations (see below).

Notifying your membership
As we said above, we leave it up to you to contact your membership about LifeCycle 401k. Here are some suggestions that have worked well for other Nonprofit Association Referral Partners:

Place a link to the LifeCycle 401k web site in your web site. Contact us if you need LifeCycle 401k artwork.
Mention LifeCycle 401k within your association newsletter, e-mail blasts and other communications with your membership.
We DO NOT condone spamming, whether via e-mail or other delivery method. Please read the Nonprofit Association Referral Partner Agreement's section on spamming.

All nonprofit associations are eligible
All nonprofit associations are eligible to be LifeCycle 401k Nonprofit Association Referral Partners.

Your nonprofit association in no way needs to be affiliated with the finance or retirement benefits industries to join our Nonprofit Association Referral Partner Program.
If your membership includes working-age people and/or their employers, then our Program is right for you: You can raise money for your organization while helping your members acquire affordable, quality retirement benefits.
Your association does not need any 401k or retirement plan knowledge to be a LifeCycle 401k Nonprofit Association Referral Partner. Just direct your members to our web site; it contains all the explanations and expertise, and we're only a phone call or e-mail away if your members have any questions.
Small business-orientated nonprofit associations are particularly encouraged to join. While LifeCycle 401k is completely scalable for use by companies of any size, it is particularly suited to businesses that employ 250 or fewer people. These businesses have largely been ignored by the traditional retirement benefits industry, and they are the most in need of affordable, quality retirement benefit options. Your association not only can raise money for itself and its good works by informing your members about LifeCycle 401k, but it can also help its members have a more secure financial future.

To gain a basic understanding of LifeCycle 401k (if you want such before approaching your members about our customized product/service)...

Visit our Product Features, Pricing and Price Comparisons and Investments sections for key information about LifeCycle 401k.
The online Product Demos provide the ultimate hands-on product experience. The demo is a fully functioning version of the LifeCycle 401k software customized for a fictitious company plan.

Nonprofit association referral partner "responsibilities"
There are none. In signing up to be a Nonprofit Association Referral Partner you in no way commit your organization to generating any referral business for LifeCycle 401k.

You pay nothing and make no commitment to generating any sales in joining the Nonprofit Association Referral Partner Program.

Sign up for the program
To become a LifeCycle 401k Nonprofit Association Referral Partner and earn your association a $50, $100 or $150 commission (and generate the corresponding $150, $100 or $50 rebate for your member, see top of page) for EACH company adopting a LifeCycle 401k plan that names your association as the "How did you learn about us?" source in our order form.

First, read the LifeCycle 401k Nonprofit Association Referral Partner Agreement. All Nonprofit Association Referral Partner applicants must agree to the terms of the Agreement for their Nonprofit Association Referral Partner Applications to be acceptable.
Second, complete and submit your LifeCycle 401k Nonprofit Association Referral Partner Application (see below). You will receive written confirmation that you have been added to our Referral Partner Program and are eligible for the rights and benefits thereof when your completed application has been processed. As of the date of that written confirmation, you are eligible to earn referral commissions, your members the corresponding rebate.
If you later decide you want to change any aspect of your Application - your commission-rebate formula, for instance - please contact us IN WRITING (e-mail transmission are OK). Any change to your Application will become effective as of the date we notify you in writing of its acceptance.

Nonprofit association referral partner application

NONPROFIT ASSOCIATION REFERRAL PARTNER APPLICATION
Association Name
Nonprofit ID Number
Type of Business
Contact Person
Title
E-mail Address
Phone Number
 - 
Fax Number
 - 
Company Address
City
State
Zip
Web Address
Commission-Rebate Formula
Schedule A:
$150 commission for nonprofit association, $50 rebate for member purchasing LifeCycle 401k
Schedule B:
$100 commission for nonprofit association, $100 rebate for member purchasing LifeCycle 401k
Schedule C:
$50 commission for nonprofit association, $150 rebate for member purchasing LifeCycle 401k
Referral Partner Agreement I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the Nonprofit Association Referral Partner Program Agreement.
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