Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Executive Director

Employers Council on Flexible Compensation (ECFC)
(Washington DC / Telecommute)
Defined Contribution Plan Administrator

TRG Administrative Services, LLC
(Dallas TX / Buffalo NY / Telecommute)
Senior Retirement Plan Administrator

Carlson Quinn
(Emeryville CA)
Defined Contribution Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
Actuarial Analyst

Venuti & Associates
(Los Altos CA)
Retirement Plan Administrator

Nicholas Pension Consultants
(Rancho Cordova CA / Corona CA)
Pension Administrator

KB Pension Services
(Bradenton FL)
ERISA Compliance Consultant

Employee Fiduciary, LLC
(Mobile AL / Saint Petersburg FL / Telecommute)
Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)
Account Manager / Client Service - 401k Plans

ABG Retirement Plan Services
(Peoria IL / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More ERISApedia.com Webcasts and Conferences

TPA and 401(k) Advisor Business Development Plan Creation

ERISApedia.com

Nov. 8, 2017
Recorded Online
Webcast

Presented by: Chris Barlow of KnowHow 401(k)

Third Party Administration firms and 401(k) Advisors are natural partners. Each delivers their own discipline while jointly focusing on serving the employer and their employees. A joint business development plan can provide the framework for professional cooperation, marketing, sales and service of your joint group retirement plans, assisting both to exceed their sales goals.

Chris Barlow of KnowHow 401(k) will review this business development plan with you and show you how to use it with your top 401(k) Advisors.

No CE credit will be granted.

View a pdf file of the slides here

Continue by clicking on the following link:
https://youtu.be/LnSHe2CoYRg

© 2019 BenefitsLink.com, Inc.