Your Secret WeaponWe provide a powerful strategy to help you craft a winning sales presentation.
Consultant On CallHaving a plan administrator on your team means you can provide your client with an optimized solution.
Dive into the DetailsAn experienced plan administrator works daily in this space and can anticipate your client's questions.
"Partnering with Shannon and her ladies has advanced my 401(k) knowledge in ways that I couldn't have gotten on my own. The access to a local TPA for meetings with business owners has been key in my success with 401(k)s and has given me legitimacy and a competitive edge over advisors going it alone. Shannon and her staff are always available when I have questions or need to run an idea by them. Having access to twenty plus years of knowledge Shannon has on the workings of retirement plans has been invaluable to me and my clients. One of the best business decisions I have made in my career at Edward Jones is making Shannon my go to resource for 401(k)s. Simply put, Shannon and her staff are the best!"
Jolyn Bauer Financial Advisor Edward Jones
Give yourself a competitive edge by adding a plan administrator to your team. We complement your understanding of the client's business and bring to the table up-to-date regulatory details. Let's work together to craft the best plan for your client.
Add 401(k) plan expertise to your business in 3 steps
email@example.com to find the right plan for your clients
Pick the best option for your business size and budget
Build your practice
Business owners want to provide a retirement option for their employees, but they shouldn't get bogged down in the administrative details. A letter from the IRS about a problem with your plan shouldn't keep you or your client up at night. Maximize your contributions and tax benefits with a company that truly understands your business.