Refer-a-Friend
Help others save more for retirement! There are tons of businesses without 401(k) benefits as well as many we view as overpriced with average service.
Refer Your Friends - Give Them a Discount and
You Earn $100 too!
ShareBuilder 401k works to provide simple and affordable 401(k) plans for any size business. When you refer a business decision-maker, they will receive a 33% discount off setup if they decide to start a plan, and you will receive $100* when they launch and fund their plan.
Maybe you know a business owner or decision-maker:
- Whose company doesn't have a plan
- Has a more expensive, traditional plan
- Is thinking of switching 401(k) providers
It's a win-win. You provide your friends a smart way to save, they get a deal, and you get a referral bonus.
*$100 will be paid out the month following the successful funding of a new ShareBuilder Advisors 401(k) plan. A maximum of $800 per calendar year per referrer will be paid in referral bonuses.