Small business 401(k) plans provide a unique platform for financial professionals to increase revenue, diversify their client base and establish deeper, more rewarding relationships with business owners, company executives and other plan participants.
If you work with appropriate service providers that deliver turn-key solutions for your clients, you may be able to shift many of the technical and time consuming activities to professional retirement plan service providers, leaving you to focus on what you know best — helping individuals, plan participants and business owners save for retirement.
Guardian Retirement Solutions™ and Jason Roberts, CEO of The Pension Resource Institute have teamed up to develop a white paper that will help:
- Identify 401(k) Opportunities
- 401(k) Myths vs. Realities: What Do You Need to Know?
- Determining Your Role (Risks and Rewards)
- Evaluate and Leverage Service Providers Effectively
Register now to download this white paper.