Running a successful, compliant 401 practice requires documentation, and a repeatable process. You’ll also want a service model that helps plan sponsors demonstrate compliance with regulations, while making managing your 401k business simple.
The 401k Service Solution is a tested and proven set of turn-key sales, marketing, and compliance documents. Together, they provide a comprehensive process so you can focus on growing your business instead of building out a service model.
Learn how you can leverage these resources to differentiate your practice, visit: www.401kservicesolution.com
Contact Sharon Pivirotto at 412-440-8806 with your questions and to request a personal backstage look the material.
P.S. If you have the documentation already, you’re ready for the next step. Find, nurture, and convert 401k prospects into raving referral sources. Visit http://www.401kclientacquisitionformula.com