Discover the Gold Standard of 401K Planning Systems!
You’ll learn how to efficiently -- and profitably -- provide DOL friendly plan level advice to 401k plan sponsors.
While many advisors are moving away from this market segment our DOL friendly system is a huge opportunity for you.
Once implemented, you'll have a 401K Consulting program that delivers consistent revenues and a system for acquiring more referrals.
What You'll Get:
- 401K Marketplace Review
- Hours of video training
- The Compliance Binder
- Annual Schedule of Events
- IPS Checklist
- 22 Point Mutual Fund Analysis
- Plan Documents
- Investment Policy Statement
- Disclosures and Notifications
- Tax Filings
and much, much more…