New 2010 Year 1 and 2 Programs

Your Program for Becoming...
The Intelligent 21st Century 401(k) Advisor


The 401k Coach® Program delivers an engaging curriculum to assist retirement plan advisors and their staff in the areas of prospecting/marketing, sales, 401(k) plan service and retention, ancillary business opportunities, strategic alliance development and internal operational systems development.

News Updates

2010 Program Dates - see our Program Page for more information.

The "Beyond the Norm" Webinar Series: Creating YOUR 401(k) Value Monopoly
Wednesday, May 27 at 1:00 pm eastern time - The webcast replay link now is available on our Resources Page

Charles Epstein, founder of the 401k Coach Program, was recently named to the Investment Wire's "2010 Hundred Most Influential People in the 401(k) Industry."

Benefit & Value of Joining The 401k Coach Program

  • Being in an environment on a regular basis with other like-minded professionals who will hold you accountable for the results you want to produce in your practice and personal life.
  • Creating new and independent revenue sources.
  • Creating a more client-focused business model.
  • Maximizing ancillary business opportunities.
  • Going from selling for a living to building a business you can sell.

Learn More

Featured Program Tools