“I have sold 3 Agreements, each for $500, within 1 month of purchasing The 401k Coach ERISA Plan Fiduciary Indemnification System™. One of them helped me land a startup plan that will flow $400,000 per year and the other two helped me retain both an $18 Million Plan and a $5 Million Plan."
~ G. Wernette, 401k Coach® Member

5 Tips For Advisors in a Post-Fee Disclosure World

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BenefitsPro has published Charlie's article 5 Tips For Advisors in a Post-Fee Disclosure World.

As participants begin to delve into the new breakdown of their retirement plans, what can you do to reduce the backlash and support greater participant success?

As a rule of thumb, over-communicating is better than the alternative. Employees will appreciate you, and better yet, many will be more willing than ever to meet with you to discuss their personal financial planning. In the end, you will get paid more for your actions, not less!

Here are five of the best strategies for coming out on top in a post-fee disclosure universe...



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