The 401K ProAdvisor Group – Leading the Change
The retirement planning industry is currently in a state of dramatic change, and 401K ProAdvisor is at the forefront helping shape improvements in transparency, automation, and personalized attention.
As we grow, we are always looking for like-minded advisors to join our team. As a member of the 410K ProAdvisor Group, you’ll have access to the team and tools you need to provide your clients with objective advice, turn-key, independent 401K plan solutions, best-in-class investment choices and full transparency.
Built by Advisors for Advisors
At the core of the 401K ProAdvisor Group is a fiduciary process that delivers unbiased, best-in class investment options and service. While you serve as the main advisor to your clients, 401K ProAdvisor provides fiduciary advisory services, plan management, investment selection, monitoring and reporting. Our team is also protected with fiduciary liability insurance and an ERISA bond.
Membership Has its Privileges
Members benefit from the shared intellectual capital of our team, improving your ability to successfully compete in any 401K opportunity. Members have access to, or can deliver the following best-practice industry tools and resources:
- Investment policy drafting, engagement agreement documents, RFP proposal process templates and full plan proposals
- Plan benchmarking, comparisons, presentation support and service agreements
- Branding, including Web site, sales, marketing brochures and leads
- Pricing power for TPA, RK and custodial services, negotiated discounts with 401K service providers and software
- Video enrollment
- Participant advice
- Managed investment models
- Six core line-ups plus custom line-ups– including ETFs, DFA funds, index funds, Institutional shares, high yielding GIC’s, and CITs
- Open-source record keepers, custodians, and TPA’s
- Fiduciary E&O coverage and ERISA bonding for you as advisor
- Full monitoring and reporting
- Proprietary Fiduciary Responsibility and Management Evaluation (FRAMESM) reporting process
For membership details, contact us.
