On-Demand Webinar
Hear from your team of advisors and learn more about the support available to Network Partners on the isolved Premier 401(k), Pooled Employer Plan including:
- Value for your customers
- Value for you
- Pricing
- How to Sell Premier 401(k)
A Full Team Supporting You
Get Started
Schedule a time to receive one-to-one help building your client outreach program:
- Product Q&A, customizing the Premier 401k to your practice
- Strategy review to help you reach your clients appropriately
- Client rollout plan specific to your needs and business model
(We’ll also send you the webinar slides right away, just for taking advantage of this opportunity.)
Premier 401(k) Advantages
Plan Customization
- Designed to comply with State retirement plan mandates (where applicable)*
- Custom plan provisions
Administrative Offload
- Time savings
- Simplified payroll contribution processing
- Loan and distribution processing
Fiduciary Risk Management
- Pooled Plan Provider/3(16) Administrative Fiduciary
- 3(38) Investment Fiduciary
Pricing Advantages
- Economies of scale
- Reduced fees on certain mutual funds
- Potential tax credits
- Eliminates single plan audit for plans with 100+ participants
Helpful Links
Here is a series of materials you can share with your clients. Simply download the piece, add your logo, and get the right message out at the right time.
- Premier 401(k) Overview: This piece explains the benefits of this PEP and a great way to start the conversation.
- Brochure – The Importance of Providing a 401(k): provides all the details to help your clients understand how the Premier Plan works and how to get started.
- One-pager – Three Reasons to Offer a 401(k): breaks it down to 3 simple indisputable facts, arming your clients with knowledge to get them unstuck, and move towards a decision.
- PEP checklist: is made for when your clients compare the isolved Premier 401(k) PEP to other plans.
Access even more documents. The links below do require an isolved Network login for access.