"We are what we repeatedly do. Excellence, then, is not an act, but a habit."
- Aristotle

The 401k Coach Partners

At the 401k Coach Program, we strive to bring to you valuable resources that will help you excel in the retirement plan business and help your clients achieve successful retirement outcomes. Each of the following partners have provided a discount to their tools and services for our 401k Coach members. You will find the details on this in your member log-in area or contact us to learn more.

The PT Services Group

The PT Services Group is committed to helping you open the doors to new prospects and new business. While the methodology and expertise behind our appointment setting, business intelligence, and data collection programs are powerful tools, the secret to their effectiveness is the people using them. We are owned, operated, and staffed by professionals with expert knowledge of the financial services and insurance industries.

Visit website: www.theptservicesgroup.com


Center for Fiduciary Management

Center for Fiduciary Management (CFFM) helps advisors improve practice efficiency and add value for plan sponsors. Specializing in providing investment monitoring services for the retirement plan industry through its Fiduciary investment Reporting Manager (FiRM).

Visit website: www.fiduciarymanagement.com



BrightScope quantitatively rates 401k plans and gives participants, plan sponsors, and advisors tools to make their plans better. Learn how to use plan level benchmarking for offensive and defense and create customized prospecting reports.

Visit website: www.brightscope.com
Fi 360

Fi 360

Fi360 offers a full circle approach to investment fiduciary education, practice management, and support. Fi360 offers world-class training, tools, and resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities.

Visit website: www.fi360.com
Judy Diamond

Judy Diamond

Judy Diamond Associates, Inc. is a publisher of research and prospecting tools for the financial services and insurance markets. Their King of Pension Funds database is a powerful prospecting tool that provides highly detailed information on virtually every 401(k), profit sharing, money purchase, ESOP and defined benefit plan in the country.

Visit website: www.judydiamond.com
Trust Builders

Trust Builders, Inc.

Trust Builders, Inc. helps financial advisors create retirement solutions. These solutions include The Retirement Analysis Kit (TRAK Software) TRAK is a vivid illustration tool for working with participants (in either groups settings or one-on-one) and is designed for educating participants about the various aspects of retirement.

Visit website: www.tbinc.com
401k Analytics

401k Analytics

401(k) Analytics, LLC is focused on assisting retirement plan advisors and plan sponsors in evaluating and managing a competitive & comprehensive retirement plan. Their 401(k) Diagnostic System™ is an end to end process, providing confidence and comfort that an employer's 401(k) plan is serving the needs of employees and the company.

Visit website: www.401kanalytics.com


North American Professional Liability Insurance Agency, LLC (NAPLIA) specializes in providing Professional Liability Insurance and Errors & Omissions (E&O Insurance) on a national basis. Their priority is to provide you the information you need to make an educated decision on your insurance needs and help your clients find the right insurance to protect their company sponsored retirement plan.

Visit website: www.naplia.com
Boulvard R

Boulevard R

Boulevard R's Retiremap software helps advisors win more retirement plans with holistic plan education that improves, tracks and documents participant saving and investing behavior, while reducing fiduciary liability with verifiable 404(c) disclosures.  Retiremap's Advisor Management Interface uncovers advisory prospects, making it easy to implement The 401k Coach's $7 for $1 Solution.

                                                  Visit website: www.RetiremapHQ.com


Copytalk is a provider of mobile documentation services. Their dictation tool enables you to accurately and efficiently document meeting notes, draft letters, create to-do lists, and capture other important business information – all by using your cell phone.

Visit website: www.copytalk.com


PensionPlanet.com publishes a research & marketing intelligence database of over 2 million Retirement & Group Benefits Plans, Tax Exempt Organizations, Lump Sum Rollover Opportunities & High Net Worth Executives. Their ERISA Red Book Online's powerful search engine has long been the industry standard for prospecting all USA 401(k), Defined Contribution, Defined Benefit & Health and Group Plans.

Visit website: www.pensionplanet.com