PTA Payouts
RS Revenue Share
Q2 CPA Promotions
Retirement Plans
True or False
100
How many clients do you traditionally need to start in order to get paid on Accountant Revenue Share & how are payments calculated? (with no Q2 Promo)
3. Once you have 3 credited referrals during the 12 month contract period, you will receive a revenue share of 25% of the monthly payroll invoice fees based on actual billings during your referrals’ first 12 months.
100
How much do PTA firms get for StarterK and Simples?
$100
100
What is the Q2 Revenue Share Promo for NEVER REFERRING FIRMS?
25% revenue share for 1ST and 2ND unit
100
What is the annual contribution limit for CalSavers?
$7k employee contributions
+ $1k catch-up (over 50)
100
T or F: You need THREE RS starts to get paid on retirement revenue share.
True!
200
How many starts do you need in an enrollment period to get residual & how are payments calculated?
For credited starts 5-9, you will receive 50% revenue share as well as a 25% retroactive payment for clients 1-4. Upon the 5th credited start in a 12 month contract period, you will receive a 10% residual payment for active clients during years two through five, or until the client terminates services with ADP.
200
How much do PTA firms get for Startup 401(k)s?
$200
200
Harvest Your Bonus
Revenue Share firms with who refer a client from 25-49 employees in Q2 will receive a $_______ bonus.
$1000
200
What is the annual contribution limit for a SIMPLE IRA & what is the monthly cost?
$16.5k employee contributions
+ $3.5k catch-up (over 50)
Monthly cost: $50/month
200
T or F: StarterK is ROTH deductions. CalSavers is Pre-tax deductions.
False!
300
What are the PTA check days?
May 15, Aug 15, Nov 15, Feb 15
300
How much do PTA firms get for 401(k) conversions under 50 employees? (NO PROMOTION)
$500
300
Ascend The Summit Promo:
Revenue share firms who referred 10+ units in FY25 have the ability to earn a $______ bonus on top of their regular revenue share payout.
$5000
300
What is the Starter-K pricing?
300
T or F: DOUBLE RC for 401(k) is through end of fiscal.
False! Double RC ends Q2.
400
If a revenue share firm gets their 3rd referral in NOVEMBER and meets the 30-day retention requirements, their payment date would be ______?
Feb 15th
400
How much do PTA firms get for 401(k) conversions under 50 employees until OCTOBER 23RD?
$1000
400
What is the current GRID-TOBER Promotion?
$1.75 Multiple & 100% Roll Call
OR
$2.25 Multiple & 100% Roll Call
400
What is the annual contribution limit for a STARTER-K?
$6k employee contributions
+ $1k catch up (over 50)
400
T or F: We are currently offering 8 months free for Paychex conversions.
True!
500
If a revenue share firm gets their 3rd referral in DECEMBER and meets the 30-day retention requirements, their payment date would be ______?
May 15th
500
How much do PTA firms get for 401(k) conversions over 50 employees?
$1000
500
How does a firm qualify for the FAST START contest for the Make the Switch Sweepstakes?
500
What is the annual contribution limit for a 401(k) plan?
$23.5k employee contributions
+ $7.5k catch up (over 50)
500
T or F: You can take a loan out of your 401(k) plan.
True!