Conducting 401k Vendor Searches For Small Plan Sponsors

Conducting 401k Vendor Searches For Small Plan Sponsors
Charles Epstein
06/25/10 4 PM EST
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Plans with $5 million to $20 million—a market that is not well served by large vendors—is a fertile territory for independent advisors. But you must develop a process-driven approach to work with them and focus on key aspects of your relationship with them.

Utilizing a process-driven approach to helping small-plan sponsors conduct 401(k) vendor searches opens the way to working with new 401(k) sponsors, helps sponsors get better pricing from vendors, and ensures you are providing ongoing value.

At this webinar, you’ll learn how to:

  • conduct a repeatable RFP process
  • ensure sponsors fulfill their fiduciary responsibilities
  • provide the right tools and resources to support your process
  • capture more rollover and roll-in assets
  • increase employee participation so they achieve successful retirement outcomes

Speaker Charles Epstein, CLU, ChFC, AIF®, is founder of The 401k Coach Program®, a training program for advisors, their staff, Third Party Administrators, and wholesalers. One of 401kWire's "Most Influential People in the 401(k) Industry" for four years running, Epstein has over 25 years of financial services experience. He is a founding partner of Benefits Consulting Group (a top-producing regional TPA) and owner of Epstein Financial Group.

Epstein discussed 401(k) opportunities for advisors in his first appearance at the Financial Advisor Webinar Series on February 26. This webinar will expand on the first session and provide clear-cut steps for growing your 401(k) business. To view a replay of the February 26 webinar (which is eligible for CE credit), click here.

 


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(Updated: June 24, 2010)
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Mr. Epstein has excellent command of the subject, a true pro.

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(Updated: June 24, 2010)
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Great & thank you for providing insight on such timely subjects

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(Updated: June 24, 2010)
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Good material. Obviously many participants are novices in the 401k world... good candidates for Mr. Epstein's 401k Coach services.

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(Updated: June 24, 2010)
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Informed speaker.

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(Updated: June 24, 2010)
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Excellent overview. Obviously he would like you to use his services, but he was not "selling" them.

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