$5,000.00 USD

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401K Advantage Training

 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…