Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Trust Funds Accountant

RFK Medical Plan/JDLC Pension Plan
(Keene CA)

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Retirement Plan Administrator

Liden, Nestle, Soled & Associates
(Telecommute / Westlake Village CA)

Liden, Nestle, Soled & Associates logo

Client Services Representative

Ingham Retirement Group
(Telecommute / Miami FL)

Ingham Retirement Group logo

Benefits Plan Director

Taft-Hartley Trusts
(San Jose CA)

Defined Benefits Combo Cash Balance Consultant

Loren D. Stark Company (LDSCO)
(Telecommute)

Loren D. Stark Company (LDSCO) logo

Free Daily News and Jobs

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

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

By Date   |   By Company Name


View More Press Releases by Pivirotto Resource Group

Press release:

Pivirotto Resource Group Launches the 401k Business in a Box Template Library

Issued by: Pivirotto Resource Group

Date: Mar. 30, 2020

A Sales and Service Template Library is Now Open for 401k Plan Advisors to Access

Pittsburgh, PA, March 27, 2020: Sharon Pivirotto, Owner of Pivirotto Resource Group and the 401kbestpractices.com blog has opened the 401k Business in a Box Template Library for 401k Plan Advisors. This product gives single and small-team advisors access to practice management resources that many advisors at larger firms already have access to.

According to Sharon Pivirotto, “There’s a gap in the market where the solo advisor or small office is trying to create their own marketing, sales, and service process documents and I wanted to help since I was that solo advisor myself for several years.”

The 401k Business in a Box is set of document template packages that advisors can download and customize and employ in their business. Each kit includes items like emails to send to plan sponsors, slide presentations, marketing material, social media graphics, and additional done-for-you documents that can save the advisor time and help them with their marketing and service plans.

For details about the 401k Business in a Box Library and to learn more, visit: 401kbusinessinabox.com

About Sharon Pivirotto:  
The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor. Sharon developed the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 in 2013. She now runs the 401kbestpractices.com website  to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

BL:hh

View More Press Releases by Pivirotto Resource Group


This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2020 BenefitsLink.com, Inc.