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
These links require an isolved Network login for access.