Add 401k to your service model with a team who has your back.
PERSONALIZED ADVISOR TRAINING TO REFINE YOUR APPROACH
PROPOSALS AND CLIENT PRESENTATIONS TO HELP YOU WIN
You have more than a 401k opportunity, you have a team.
EXPAND can help you make 401k a profitable part of your advisory practice without requiring you to become a plan expert.
Service and support all aspects of plan management
Coaching to help you shine in front of clients
Serve as investment fiduciary
Deliver client requested communication
Consulting Support to help you win
Product Consultations and Advisor Training
Vendor Evaluation and Recommendations
Prepare 401k Plan Proposals
Request Proposals from Vendors
Fact-Finding and Presentations with Prospects
Fee Benchmarking and Plan Analysis
Plan Support to make you shine in front of clients
Lead or Support Participant Enrollment Meetings
Field Participant Investment Questions
Direct Client / Plan Operation Support
Lead or Support Plan Committee Meetings