You'll have access to the frameworks and all the important pieces that I'm going to cover during the training.
Who Is This For?
401K Plan Administrators
Everyone that signs IRS form 5500
You must have at least $3,000,000 in your company 401K plan and a minimum of 15 plan participants.
Where Will It Be Hosted?
The training is held online and is completed at your own pace.
How Do You Know If This Will Work For You?
If your goal is to spend less time worrying about the 401K, then this is for you.
If you want to be able to decrease your fiduciary liability, your plan fees and the time you spend working on your 401K, this is for you.
If you are really care about helping your employees become retirement ready and you have your own money in the 401K, you definitely need to attend.
Will This Help Me Grow My 401K?
We specialize in working with 401K plans and have helped many employers increase plan participation and contribution rates, while often reducing plan platform fees. We have designed this system to work for any industry and for mid size businesses specifically!