News - The 401k Coach Program

"Since joining The 401k Coach Program in 2007, we've had an average annual gowth in our 401(k) business of over 40% and we ended 2010 with quite a few prospective plans in the pipeline."
~ J. Barnes, 401k Coach® Member

Paychecks for Life: Order Your Book Today!

January 26, 2012

Vote for the Most Influential in the DC Industry!

January 3, 2012

Pre-order Paychecks for Life book on Amazon!

December 6, 2011

401k Coach at DCPI Conference

December 6, 2011

Exciting Opportunity! Craig Israelsen's 7Twelve Conference in Salt Lake City

September 13, 2011

The 401k Coach and Mutual of Omaha continue Boot Camps in 2011

February 24, 2011

Mutual of Omaha Announces Second Year of Specialized 401k Coach® Programs Aimed at Helping Advisors More Effectively Grow Their Business

Search for 401(k) Sales Professional

February 18, 2011

We are searching for a 401(k) sales professional to join our exceptional team.

Search for CFP

February 18, 2011

We are searching for someone to join our outstanding team at Epstein Financial Group located in Holyoke, MA.

401kWire Names Charlie Epstein as Most Influential

January 28, 2011

401kWire named Charlie Epstein one of the 300 Most Influential Defined Contribution Advisors for the second year in a row for 2011. The 401k Coach Team would like to congratulate all of those who were named, especially the many 401k Coach alumni!

Mutual of Omaha Sponsors 10 Boot Camps

December 24, 2010

The 401k Coach Boot Camp program and partnership with Mutual of Omaha was recently highlighted in the Insurance & Financial Advisors publication. "The program is designed to help Mutual of Omaha partner with retirement plan advisors and producers to help them strengthen relationships with their clients while building their respective businesses. It includes a day-long boot camp, a 12-month educational program and ongoing access to online resources as well as support and consultation from Mutual of Omaha and The 401k Coach team."

Legg Mason Advisory Council

November 30, 2010

Charlie Epstein was named to the Legg Mason Retirement Advisory Council. According to Legg Mason, “the mission of the Advisory Council is to openly address high priority issues facing the retirement industry….

The 401k Coach partners with Mutual of Omaha

October 28, 2010

In an effort to help retirement plan producers and advisors further build and refine their practice, Mutual of Omaha has aligned with The 401k Coach Program...

The 401kWire: 2008's Fifty Most Influential People In The 401(k) Industry

December 2, 2008

As more providers take advisors seriously and more plan sponsors demand sophistication from their plan consultants, it's not surprising that the advisors in the business, young and old, are looking for ways to set themselves apart from the pack. In such an environment, respected educators thrive, so it's no wonder that Charlie Epstein continues to be a wellknown face in the 401(k) industry.

Recent Posts

Archives