PTA 101
RS Revenue Share
PTA 201 (harder)
100
How many starts do you need to get paid & what % revenue share?
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 many starts do you need to get paid on RS revenue share? Where do you find tracking?
3 during their enrollment period!
On Seismic 'RS Revenue Share tracker' (it is an excel updated monthly!)
100
How much revenue share do you get on Gusto for 3 starts?
A. 10%
B. 15%
C. 25%
D. 50%
3 starts to get 10% revenue share
15 starts to get 15% revenue share
50 clients to get 20% revenue share
200
How many starts do you need in your enrollment period to get residual & how does residual work?
5!
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 2 through 5, or until the client terminates services with ADP
200
How much do firms get paid for referring a SIMPLE or STARTERK?
$100
200
How many starts on Paychex do you need to get 50% revenue share?
A. 3
B. 5
C. 10
D. 30
D. 30.... LOL
300
How do you get to 75% revenue share?
10 starts in your enrollment period!
After the 9th credited start in your enrollment period, you will receive 75% revenue share for the remainder of your contract period.
300
How much does a firm get paid to refer a startup 401(k)?
$200
300
Do any competitors offer RS Revenue Share?
NO! ADP is the best, duh!
400
If firm gets to 3rd payroll start in August, when will they get paid?
Nov 15!
400
How much does a firm get paid to refer a conversion 401(k)?
$500 (under 50 employees)
$1000 (50+ employees)
400
Which SBS rep had the largest PTA Check this month?
LOUISE KEEFER!!
500
If firm gets to 3rd start in September, when will they get paid?
Feb 15!
500
How does ENHANCED REVENUE SHARE work?
multi-unit opps (CBA/wholesale)
500
Which SBS rep had the largest 1st TIME PTA check?
MEAGAN MCKINNEY!!
