Year 1 Program

Register here >

Now, more than ever, plan sponsors are looking to work with an intelligent 401(k) professional who can assist them to meet their fiduciary obligations while providing the guidance for successful retirement outcomes. Your ability to articulate your unique value and deliver solutions in such a competitive environment is imperative to your success.

Year One of the 401k Coach Program set in place the building blocks you and your team will need to build efficiencies in your practice. The 401k Coach Year One Program will introduce to you the 10 Critical Components to go from selling a commodity to delivering real value to the marketplace.

10 Critical Components to Building Your Retirement Plan Business™

1.	Unique Value Proposition: The 401k Coach Retirement Plan Solution™ Defining your value with a six step process
2.	401(k) Business Development Matrix Pricing your Value & Business
3.	The Position Marketing System™ 5 Levels of Client Creation
4.	Pre-Call Research: The 5500 & Beyond™ Using Form 5500 as a Strategic Marketing Tool
5.	To Be or Not To Be…a Fiduciary 404(a) and 404(c) Overview and Compliance
6.	Fee Disclosure / 408(b)(2) Regulations Best Practices as a Competitive Advantage
7.	Plan Design and Administrative Issues Providing Successful Retirement Outcomes for Plan Sponsors and Participants
8.	Investment Monitoring and Platform Services Measure and Monitor the Health and Welfare on your Plans
9.	The Maggie Factor™ $7 for $1 Solution
10.	The Quantum Leap™ and Your Unique Ability Team Next-Level Success for you and your Team in an evolving 401(k) Industry

Additional Year One Tools:

• The Focuser™
• The Problem Solver™
• The Diagnostic Journal™
• The Wealthcare Manual™
• Member Only Website Access to 401k Coach Resources