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Rich and Co.

Capture Advisor 401k Plans “In Play”: Need to Act by End of Month

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I am working with a few TPAs and retirement specialist wealth management and RIA, accounting and actuarial firms on a regional and national basis to capture new retirement plans that are being shed from the large national firms or are looking for new plan services – because of home office fiduciary concerns.

One national brokerage firm is requiring new plan solutions for 6,000 plans and $6B in assets.

I have a proprietary, methodical marketing process and campaign to help you and your people capture these plans. But we need to start planning and take action by the end of the month.

I will help you capture these opportunities. Let’s connect.

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Written by Rich and Co.

January 8, 2016 at 7:20 pm

Posted in Uncategorized

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