Year 1 Program Begins February 2009

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

NOW ENROLLING NEW Year 1 Members for our Program starting February 2009. See our Program Page for details.

We've Moved! - our new mailing address is: 330 Whitney Ave., Suite 610, Holyoke, MA 01040 and our new fax number is: 413-536-2762 (Our 800 # and email addresses remain the same.)

Charles Epstein, founder of the 401k Coach Program, was recently named to the Investment Wire's "2008 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-mined 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

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