Capitalize on the Next Big Opportunity for Wealth Managers: Grow Your Practice with the Expanding 401(k) Market

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Start-up and small 401(k) plans are expected to grow 36% over the next five years, driven by competition for talent, new tax incentives, and state mandates. For wealth managers, this surge represents a significant opportunity to deepen relationships, attract new clients, and grow assets under management.

In this webinar, you'll learn how top firms are positioning their advisors to win in this expanding market. We also provide you with strategies to:

• Leverage new plan formation to open doors to business-owner clients
• Streamline plan services to save time and scale your practice
• Leverage service providers to shift risk away from you and your clients

This session is designed for wealth managers, home office leaders, and practice management teams looking to expand their reach in the employer-sponsored retirement plan market.

Featured Speakers:

Jason C. Roberts, ESQ., CEO of PRI

Matthew Eickman, J.D., Managing Partner, Fiduciary Law Center

View presentation deck.

If you have any questions about this event or how it applies to your organization, feel free to reach out to us at info@pension-resources.com or 913.236.9841.