401k Coach Resources
Below are materials that show some of the type of topics we address in our 401k Coach® Program
The Great Fiduciary Adviser Debate Web Cast
To be or not to be a Fiduciary Adviser at the Plan Participant Level is a question that every 401(k) adviser will need to addres in the near future. What will it entail to be a fiduciary adviser at the plan participant level versus the plan level? Listen to a highly informative, recent discussion that took place with three industry experts: Blaine Aikin of fi360, Lou Harvey of DALBAR and Host Charlie Epstein of The 401k Coach Program.
- Web Cast replay link:
http://401kcoach.fugent.com/vpvm/?c1f3eb8f-b313-4754-9f3d-70b1cdadedcb
-click on link above or cut and paste it into you browser - Audio only replay info
- Dial-in number: 800-642-1687
- Conference ID: 37845607
- Powerpoint slides from the Web Cast View PDF
- Letter from Congress to the DOL View PDF
- Link to the DOL 2009 Form 5500: www.dol.gov/ebsa/complaince_assistance.html#section#5
Education with IMPACT - The Edu-tainment ExperienceTM
ASPPA Journal Article reprint Winter 2008
by Charles Epstein, The 401k Coach Program Founder and
Sue Ellen Lovejoy a provider of educational services for 401(k) participants.
Education is a creative act. Advice is a fiduciary act. This distinction is not only critical to understanding the role you play in moving America's workers to take action towards creating a successful retirement outcome for themselves, but also in how you play that role! View PDF