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Lower Your NRPTC Annual
Membership Fees
Whether you’re an
employer member, a financial advisor or both, there are several ways to
lower the annual membership fee payable to NRPTC.
If You are an Employer Member
You can reduce your
annual membership fees in two ways:
1.
Refer other small businesses. For each small business that joins
through your referral, you will receive a $30 discount against your next
year’s membership fee and a $10 credit for each year that the referred
employer renews.
2.
If you refer a financial advisor who becomes a member of the
Advisor Network with at least one new employer member you will receive a
10% discount against your next year’s membership fee (see comments below).
You will also enjoy the discount available to the advisor’s group of
clients based on the advisor’s number of client members and total of
renewal fees.
Current NRPTC Membership Fee Schedule
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Nondiscounted |
Group Rates* |
Advisor Network** |
| Initial Membership
Year |
$180 |
$180 |
$165 |
| First Renewal Year |
$170 |
$165 |
$135 |
| Subsequent Renewal
Year |
$165 |
$140 |
$125 |
*These rates apply to employers that have certified relationships with
Charles Schwab or Raymond James and for all employer members that are part
of an Advisor’s Network Group who sponsor fewer than 5 members.
**After an advisor has have been in the Network for one calendar year,
these rates may also be eligible for additional volume discounts.
If You are a Financial Advisor
If you have clients
that can use the NRPTC documents, you can lower their annual membership
fee by joining our Tax and Financial Advisors Network (“Network”).
There is NO COST to join.
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If your clients are
currently paying the regular rate of $165 per year and you have fewer
than 5 clients (including yourself if you are using the NRPTC document
for your own firm), their rates will be reduced to $140 per year. If
they are already paying a lower rate due to investment with an
institutional sponsor such as Schwab, they will enjoy lower membership
rates once you have at least 5 employers who are NRPTC members.
Additional discounts are available when your NRPTC member client base
grows to higher levels. (Additional discounts for a year are based on
the dollar figure of renewals as of December 31 of the prior year.)
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As a Network Member
you will receive our “Advisors Concepts “ internet newsletter as well as
our “Network News” which is available to all NRPTC members. “Advisors
Concepts” contains ideas for growing your clients’ assets under
management as well as discussions of compliance issues.
Click here to read sample article
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You can also add to
the basis on which we calculate your group’s discount by referring other
advisors to form their own Network group. A percentage of the referred
advisor’s renewal fees will be added to the referring advisor’s total
renewal amount for the year thereby further increasing the discount.
As a Network Member
you can request electronic versions of our adoption agreements by email or
on disk in order to have easier access to the adoption agreements and to
provide a more professional looking adoption agreement for your clients.
For further
information or to request an application to enroll in the Advisor’s
Network please call Membership Services at (800) IRA-N-KEO (472 6536).
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