The VAR/OEM Program is for companies wanting to market, sell and client-customize Advisors 401(k) under their own brand name.

The Advisors 401(k) VAR/OEM Partner Program gives companies quick and easy access to the small plan market with a quality product that's affordable to consumers while bypassing the high development costs and lengthy development time of creating a complete, PC-based 401k system themselves.

VAR/OEM Partners handle all marketing, sales and client-customization of their branded version of Advisors 401(k).
VAR/OEM Partners are responsible the marketing and sale of their branded version of Advisors 401(k) and for customizing each copy of their branded version of the 401k administration software for their clients. VAR/OEM Partners have the option of supplying front-line customer support or have 401(k) Pro (maker of Advisors 401(k)) supply it.

All components of the Advisors 401(k) system are available for each VAR/OEM arrangement.
All components of the Advisors 401(k) system (the prototype 401k plan, the 401k plan administration software, the User's Guide, and the EZ-FedForms materials) are available for VAR/OEM Partners to use in their branded version of Advisors 401(k).

VAR/OEM Partners can modify Advisors 401(k)'s standard offerings to suit their needs.
VAR/OEM Partners can modify certain aspects of Advisors 401(k) to best target their market and meet their objectives. For instance, mutual fund company VAR/OEM Partners can modify Advisors 401(k)'s lineup of investment options to offer only the VAR/OEM Partner's proprietary lineup of mutual fund investments.; financial software VAR/OEM Partners can modify Advisors 401(k)'s optional payroll software interface to be a standard part of the system designed for use with their proprietary small business payroll and accosting products.

 
VAR/OEM Partnerships written to the precise needs and objectives of the VAR/OEM Partner.

Each Advisors 401(k) VAR/OEM Partner relationship is written to the precise needs and objectives of the Partner. Included in this website for your viewing is a sample Advisors 401(k) VAR/OEM Partner Program Agreement. This Agreement is negotiated and modified on a case-by-case basis with each Partner in arriving at a working relationship.

The flexibility of the VAR/OEM Partner Program means each Partner can tailor its branded version of Advisors 401(k) and sale thereof:

Mutual fund companies can brand a version of Advisors 401(k) that bundles the 401k plan with only their proprietary lineup of mutual fund investment options.

Pension administration companies can brand a version of Advisors 401(k) that fits the needs of their smaller clients and smaller sales prospects as a means to retain and build a positive relationship with smaller businesses that have the potential to grow to where the companies may need a full-service plan administrator.

Insurance companies and banks can use a branded version of Advisors 401(k) to secure a market position in the smaller 401(k) plan arena.

Financial services software publishers can use a branded version of Advisors 401(k) to quickly expand their lineup of products geared to the enormous market of small businesses.

Payroll service providers can integrate a branded version of Advisors 401(k) with their small business payroll and accounting systems to provide a seamless 401k operation for small businesses.

 
Each VAR/OEM Partner has complete discretion over price and investments offered.

Each VAR/OEM Partner has complete discretion over the price it charges for its branded version of Advisors 401(k) and over the investments offered within its plans.

VAR/OEM Partners determine one-time setup charges as well as annual fees for their branded version of Advisors 401(k).
Each VAR/OEM Partner has complete discretion over the fee structure it uses for its branded version of Advisors 401(k) both in terms of any initial setup charges and annual fees. It can give the product away (perhaps as a means to sell a related product or service) or charge whatever the Partner deems as suitable. Where you set your profit margin is up to you.

VAR/OEM Partners can modify Advisors 401(k)'s extensive lineup of investment options.
VAR/OEM Partners can offer whatever investment options or preset package they want in their branded version of Advisors 401(k). They can limit their offerings to a single preset grouping of investments or offer an array of choices. This freedom allows mutual fund company VAR/OEM Partners to offer only their proprietary lineups of investments. It also means non-investment-company VAR/OEM Partners can choose to edit down Advisors 401(k)'s offerings as a means to simplify plan ordering and customization operations.

 
VAR/OEM Partners choose whether or not to supply front-line customer support.

Depending on the size and extent of the VAR/OEM Partner's operation, supplying front-line customer support for its branded version of Advisors 401(k) may be best provided internally or instead by an outside company.

VAR/OEM Partners can choose to have 401(k) Pro supply front-line customer support.
The option of having our professional staff provide support service means Advisors 401(k) VAR/OEM Partners can concentrate on the marketing and sale of their branded version rather than sinking extensive resources into developing a customer support network.

VAR/OEM Partners can change the designation down the road.
Developing an in-house customer support network can delay the launch of a VAR/OEM Partner's branded version of Advisors 401(k). VAR/OEM Partners can choose, therefore, to launch their branded versions with 401(k) Pro's professional staff taking care of customer support while the Partner takes the time to develop its own support team. Then, when the team is ready, the Partner can amend its Agreement with 401(k) Pro to move customer support in-house.

We can help VAR/OEM Partners educate and train their in-house support staff.
401(k) Pro can assist VAR/OEM Partners with with educating and training their in-house staff on Advisors 401(k). Everything from software tutorials to on-site workshops is available. Please contact us for details.

 
Companies that should consider Advisors 401(k)'s VAR/OEM Partner Program

Companies interested in establishing or expanding their presence in the small business community are encouraged to consider Advisors 401(k)'s VAR/OEM Partner Program. The high quality of Advisors 401(k) and its strong, direct appeal to the untapped market of small business 401k plans makes it an ideal vehicle for companies wishing to establish or increase their presence in the small business community.

Mutual fund companies can brand a version of Advisors 401(k) that bundles the 401k plan with only their proprietary lineup of mutual fund investment options.

Pension administration companies can brand a version of Advisors 401(k) that fits the needs of their smaller clients and smaller sales prospects as a means to retain and build a positive relationship with smaller businesses that have the potential to grow to where the companies may need a full-service plan administrator.

Insurance companies and banks can use a branded version of Advisors 401(k) to secure a market position in the smaller 401k plan arena.

Financial services software publishers can use a branded version of Advisors 401(k) to quickly expand their lineup of products geared to the enormous market of small businesses.

Payroll service providers can integrate a branded version of Advisors 401(k) with their small business payroll and accounting systems to provide a seamless 401k operation for small businesses.

Advisors 401(k) is, of course, fully-scalable and by no means limited to small 401k plans. The asset security and increased turnaround times it lends plans as well as the control over the quality of administration services makes it attractive to companies of every size -- and therefore of interest to potential VAR/OEM Partners involved with companies of all sizes.

 
VAR/OEM Partner "responsibilities"
Advisors 401(k) VAR/OEM Partners are responsible for all marketing, sales and client-customization of their branded versions of Advisors 401(k). Supplying customer support can be performed by the VAR/OEM Partner or by 401(k) Pro (who makes Advisors 401(k)), at the Partner's discretion.

Each Advisors 401(k) VAR/OEM Partner relationship is based on the sample Advisors 401(k) VAR/OEM Partner Program Agreement included in this website for your viewing, which is negotiated and modified on a case-by-case basis.

 
Benefits of being an Advisors 401(k) VAR/OEM Partner
Advisors 401(k) has undeniable appeal to the immense, largely untapped market of small business 401k plans. The run-it-yourself administrative setup means businesses never before able to afford a 401k plan now can, and the quality of both Advisors flexible 401k plan and its powerful yet easy-to-use 401k plan administration system will keep clients coming back year after year.

Offer a great product yet bypass the R and D costs.
With an Advisors 401(k) VAR/OEM arrangement, your company doesn't have to worry about research and development costs, complications or delays now or in the future, because we've taken care of developing and testing the entire system and will continue to do so with each year's upgrade. Your company gets a finished, polished package that it can then customize, brand and market to its retail needs.

Increase your company's market presence and forge into new areas of the market.
A branded version of Advisors 401(k) is a great way to open up new and untapped sales channels. The high quality of Advisors 401(k) makes it a great vehicle by which to introduce your company to a new market or expand its presence within a market in which it's already known.

A new product is a news item.
Announcing a branded "run-it-yourself" 401k plan, especially one designed for the largely ignored market of small business plans, makes for powerful and compelling business news. If your company already has established a name in the financial arena, the news is even hotter and likely to be of interest to major news organizations.

Advisors 401(k) is for plans of ANY size.
Advisors 401(k) is fully scalable. It's not limited in any way to servicing only small 401k plans. VAR/OEM Partners have complete discretion over the size of individual 401k plans its branded version of Advisors 401(k) will accommodate and thus the market the partner will target.

Advisors 401(k) is continually being improved and upgraded.
401(k) Pro is the leader in PC-based run-it-yourself 401k plans and related products. We continually are improving and adding to our product lines to make our run-it-yourself retirement plans not only the best run-it-yourself retirement plans but the best overall retirement plans in the nation. Our VAR/OEM Partners directly benefit from our ongoing innovations -- and they never have to expend a single research and development dollar!

 
Contact us about becoming an Advisors 401(k) VAR/OEM Partner!
For details about a VAR/OEM Partner arrangement for your company with Advisors 401(k), contact us at oem@advisors401k.com or call 1-800-5954015.

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