Retirement Plan Coaching Academy (RPCA)
Being an expert on the rules doesn’t sell 401(k) plans. Giving an employer what they want and need does sell retirement plans.
Employers want a knowledgeable financial advisor to be their advocate. Benefit Equity, Inc.’s Playbook was designed to provide valuable information to help you engage in meaningful conversations with your prospects and clients.
Our Playbook will also equip you with a stream-lined process, a proven strategic approach, and a deeper technical understanding of how to develop the right kind of retirement plans for your clients. As a respected and experienced retirement plan administration firm, BEI’s Playbook was developed from our desire to share our own “secret sauce” that we use when developing quality retirement plans for employers. For almost three decades, we have helped financial advisors successfully sell and service thousands of retirement plans.
We invite you to take a couple of well-spent hours to review the Playbook and learn many strategies that will no doubt help you “WOW” your clients and prospects.
What you’ll learn by following our Playbook
- History of Retirement Plans
- Background of ERISA
- Roles and Standards for Advisors
- What are Employers Looking for in Their Plans
- How to Build Your Retirement Plan Practice
- How to Developing a Solid value proposition
- Benefits of Partnering with a TPA
- Overview of the Types of Retirement Plans
- Selecting the Right Plan for Your Clients
What our clients say
“I am pleased to recommend BEI based upon past work they have done for my clients and future work they will do for future clients. They have the ability to take very complex retirement concepts and convey them to all levels of sophistication. They have been a tremendous asset to both my team and our clients in advising our retirement business.
Michael Gorelick is always prepared to give the extra effort and see through these sometimes long retirement plan processes from start to finish. My clients thank him, and I thank him for his service, advice and counsel.”