"We just closed a $73.5 million plan with 1,600 employees based on what we learned. Kudos Charlie! You exceeded my expectations again!"
~ T. Dougherty, 401k Coach® Member

The 401k Coach® Releases Blockbuster Solution for Advisors: The Fiduciary Advisor’s Rollover Toolkit™

October 1, 2012 (comments: 1)

September 26, 2012 ‐ Charlie Epstein, The 401k Coach, announces the release of The Fiduciary Advisor’s Rollover Toolkit, offering a valuable solution and formal process for financial advisors seeking to provide rollover IRA services to participants of plans they advise.


Read the full Press Release HERE

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Comment by Lee Martin | November 12, 2012

interested in Paycheck for Life system and rollover kit, i'm an LPL advisor