Record-Keeper Alliance Partners
Mutual Fund DCIO Alliance Partners
Independent Record-Keeper TPA's
Partners of Note:
The best retirement plan advisors understand the value and importance of quality marketing. New regulatory pressures, Tibble vs. Edison, 408(b)2, and of course, the Conflict of Interest rule, are all an opportunity. By investing in high-quality marketing materials, you too can rise above the competition. Rebecca Hourihan and her team offer a professional marketing option to help grow your business.
KnowHow 401(k) was launched to empower Advisors who serve the group retirement plan marketplace. They have developed specialized training and tools that allow Advisors to launch, grow and improve their business, producing successful retirement plan outcomes for their employer and employee clients. Chris Barlow, founder, is co-author of two books, 401(k) Sales Champion and How To Build A Successful 401(k) and Retirement Plan Advisory Business.
Vindicated specializes in hosting events for retirement advisors and their clients featuring wine and spirit education. Events such as: How to Wine Taste Like the Pro’s, Old World & New World Wines and others have proven to be a big hit. A Whiskey Tasting Educational class has been added for 2017. Ask your local Record-Keeper or DCIO wholesaler to sponsor a local event and see for yourself.
All of the Record-Keeper and DCIO firms shown above offer a wide variety of value -add materials for Retirement Plan Advisors as well as TPA’s. However, there is so much material that it is hard to filter out:
What is relevant: A significant amount of the so called value-add material generated by DC vendors is Proprietary and Product related
What is current: Much of the material developed by home-office marketing teams are initially good but not kept up-to-date on a timely basis
Who to contact to get the material: Do you know who to contact if you have an immediate need for a plan analysis, CE Credits or benchmarking tool?
This is where Elite Retirement Alliance’s DC Resource Guide comes in. Not only do we sift through all of the providers materials and select the Best-in-Class, we also supply national Maps with contact information of the local wholesalers. Truly a one-stop guide for the industry’s best materials with no proprietary bias.