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Your clients are looking for you. A very large number of people are already searching for information on small business 401(k) plans. Why not become the small business 401(k) expert who provides this information to your clients?
Not a financial advisor? Find one at the Public home.
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What you'll get
- Our end-to-end web service, the simplest way to set up a Small Business 401(k) for your clients.
- Customer referrals for potential clients in your area. (Coming Soon)
- Support, tips, and advice from leading experts. (Coming Soon)
What it costs
We charge a fixed rate for each time you use our service to create a Small Business 401(k). You charge your clients an additional fee for your consulting time.
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Benefits to you
- We can show you how to add $150,000 to your bottom line annually.
- There is no investment required and you will not need to add additional employees
- Many of your Small Business 401(k) clients will be from your existing client base.
- It is a web-based system. We will keep you up to date with all IRS approved documents and advice on how to build your practice.
- Your clients get checkbook control of their retirement funds.
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After signing up, you'll have access to our system so that you can see how easy it is to set up a Small Business 401(k) with mybusiness401k.
Whitepaper
This white paper explains more about the advantages of becoming a certified MyBusiness401k advisor.
Download in Adobe Acrobat format:
How it works
- As an advisor, you sign up one time.
- Once signed up, all documents and interaction with your clients are branded with your contact information.
- The system is pay-per-use (later there may be a fee for additional features when developed).
- You will have access to a complete database of your client information
- You will have access to your own editable documents for engagement letters, reminder letters or other client communication.
- In a short meeting with your client or using a client-completed checklist, you can create an IRS-approved Small Business 401(k) plan for your client.
- We will ship a binder with all necessary plan documents and an instruction set for signing - all within 3 days or less.
- We have links to banks that understand the type of account necessary for checkbook control.
- The required forms for plan-to-plan transfer are provided.
