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"We are what we
repeatedly do.
Excellence, then,
is not an act,
but a habit."
- Aristotle
“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
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The 401k Coach Store

Buy your copy of Paychecks for Life now. Written in simple, everyday language, Paychecks for Life will help you make the most of your 401k plan – America’s most powerful retirement tool. Start building your Paycheck

ERISA Plan Fiduciary Indemnification System™

Item No: 401k001
Offer complete protection for ERISA plan fiduciaries with this formalized process. The system contains a Sample Indemnification Agreement, and audio interviews with The 401k Coach, Marcia Wagner, Esq., and Gary Sutherland, CEO of NAPLIA, on the issues surrounding fiduciary exposures and liabilities, and the benefits of implementing an Indemnification Agreement in addition to insurance protection. Many other support documents and marketing materials also included.
$995.00
DOL Seminar Kit

Department of Labor Seminar Kit

Item No: 401k002
Learn how to conduct a seminar with the DOL for your clients and prospects—includes: A Step by Step Guide, Invitation Artwork CD (graphic design files), and other support materials.
$120.00
The Problem Solver

The Problem Solver™

Item No: 401k003
Quantam Leap Series
Create greater success in your organization while maintaining a clear vision of your future and the future of your company. The Problem Solver™ will support you and your team to overcome problems that may inhibit the success you seek to achieve. Worksheets and a tutorial audio CD is included.
$55.00

Edu-tainment with The 401k Coach™

Item No: 401k004
Watch Charlie take on a creative an innovative approach to 401(k) education and learn six steps to ensure successful retirement outcomes for a company’s 401(k) Retirement Plan and it’s employees. Six Step Process artwork CD (graphic design files) included.
$145.00

Bear Market Manager™

Item No: 401k005
The Bear Market Manager™ includes a booklet and an audio CD that provides a series of tools and conversations developed by The 401k Coach to help participants take back their futures and re-engage their involvement in retirement planning.
$95.00

The 5500 and Beyond™

Item No: 401k006
The 5500 & Beyond™ is both a training and marketing tool created to assist you and your staff in understanding both the sales and technical aspects of the 5500 Tax Return. Includes a two-set audio CD and instructional book.
$55.00
Bear Market Manager™ & Edu-tainment with The 401k Coach™

Bear Market Manager™ & Edu-tainment with The 401k Coach™

Item No: 401k007
The Bear Market Manager™ and Edu-tainment with The 401k Coach™ products have been bundled together for extra savings!
$225.00
Paycheck for Life Hard Cover

Paychecks for Life - Hard Cover

Item No: 401k08
Become the boss of your financial future now and start financing your Desirement Mortgage®

The 401(k) is more than a simple savings plan that allows you to put away a portion of your current income. It’s your own Paychecks for Life® Manufacturing Company. It offers incredible benefits to those who understand how to make the most of it. In Paychecks for Life, The 401k Coach, Charlie Epstein walks you through nine easy-to-understand principles for setting up your very own Paycheck Manufacturing Company.
$22.99
Paycheck for Life Soft Cover

Paychecks for Life - Soft Cover

Item No: 401k09
Become the boss of your financial future now and start financing your Desirement Mortgage®

The 401(k) is more than a simple savings plan that allows you to put away a portion of your current income. It’s your own Paychecks for Life® Manufacturing Company. It offers incredible benefits to those who understand how to make the most of it. In Paychecks for Life, The 401k Coach, Charlie Epstein walks you through nine easy-to-understand principles for setting up your very own Paycheck Manufacturing Company.
$16.99
401k Coach Logo Wear

401k Coach Logo Wear

Do you love the 401k coach as much as we do? Now is your chance to show it! Buy high-quality apparel with the 401k Coach logo embroidered on it. View items >
The 401k Coach's Bookshelf

The 401k Coach's Bookshelf

Review the 401k Coach Bookshelf to see some or our favorites and stay up to date with our monthly recommendations. View Bookshelf >

Coming Soon:

Desirement Mortgage Calculator