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Sick of the high-volume, low-reward treadmill, this advisor revamped his practice and targeted corporate employees by providing 401(k) education. Now he's on track to bring in $1 million a month in new assets. Here's how he does it.
You've won the business. Now you need to design an educational program that meets the needs of both the plan sponsor and the participants. This handy overview helps you conduct a needs assessment, set goals, design content, and evaluate results.
Motivating employees to contribute to their 401(k) plan can be difficult even in the best of circumstances. Solve some of the participation problems plan sponsors face by designing a new program that takes the pain out of saving for retirement.
Small-business owners can run afoul of a number of regulations in maintaining their qualified retirement plans. Whether you're prospecting for takeover business or servicing existing clients, pay attention to the common problems plan sponsors face.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025