Year 1 Program Begins February 2009

It's Not About Us...It's About YOU

Beyond great sales ideas and technical expertise is the art of execution, discipline and developing entrepreneurial habits that impact the way you do business.

During your participation in the The 401k Coach® Program, you will learn from and interact with industry experts in the areas of:

  • Marketing
  • Sales Techniques
  • Practice Management
  • Legal
  • Technical Plan Design
  • Technology Advancements

...and most importantly your peers because you can’t go it alone any longer and you can’t take your business to the next level by yourself, and The 401k Coach Program is the place to get the guidance, the assistance, the confidence, and the resources to have a transformational breakthrough in your practice.

Program Founder

The 401k Coach Program is built around program founder: Charles D. Epstein’s success in the retirement plan industry by creating exceptional client relationships, strategic alliances and developing unique systematized processes which deliver a unique experience. Since inception four and a half years ago, over 400 Advisors have participated in The 401k Coach Program.

For a second year in a row, Mr. Epstein was named to The 401kWire's "Most Influential People in the 401(k) Industry" list. He is ranked number thirty-three in 2008. For a profile on him and the rest of the list go to: www.investmentwires.com/401kwire and choose the 'Most Influential' Section.

The 401k Coach Program founder is a frequent a speaker at industry events throughout the country. If you are interested in an opportunity to bring our expertise to your company at an upcoming event, please review our current list of Speaking Topics or Contact Us through this website.

Listen to a recent speaking engagement at the Center for Fiduciary Studies’ 2006 fi360TM Annual Conference on The 5 Levels of Client Creation and choose: #2. 401(k) Coach

Charles D. Epstein, CLU ChFC, AIF® has over twenty five years of experience in the financial services industry. He is a founding partner of Benefits Consulting Group, LLC (a top-producing regional TPA) and the principal of Epstein Financial Group. With a sincere commitment to the success of Family-Owned Businesses in New England, he also founded the UMASS Family Business Center in 1992, at The University of Massachusetts, Amherst. He has been the Advisory Board Chair of the Center since its inception.