401(k) Plans: Gold Mine or Land Mine

Navigate the critical decision of whether to incorporate 401(k) plan services into your practice or partner with retirement specialists. This session will equip you with essential knowledge of retirement plan options, vendor relationships, and a tested service delivery framework to make the right strategic choice for your business and clients.

Learning Objectives:

1. Understand the high-level differences between popular retirement plan options for businesses (401(k), SIMPLE, SEP).
2. Describe the various vendor roles, responsibilities, and timeline with starting or taking over a 401(k) plan.
3. Review a sample advisor service model to determine if this service should be added to your practice.