The NAPA 401(k) Practice Builder provides straightforward explanations of complex industry topics. Every topic is explained in relation to your day-to-day sales encounters. Work on the modules at your own pace on your PC or tablet — the whole course should take you less than three hours. The Practice Builder Course costs just $275 but is free to NAPA members. NAPA Members should register and sign in to their account receive the free course.
You will gain the knowledge you need to:
- Successfully sell and manage 401(k) plans
- Increase your total Assets Under Management (AUM)
- Diversify your client base
This program is meant to help advisors that want to work at the plan level to take a consultative approach and go in as the quarterback to help plan sponsors understand and manage their key responsibilities. It is a very practical look at how to service a 401k plan.
I strongly feel the Professional Plan Consultant (PPC) Program is the next logical step since this program begins to build on your knowledge by laying out a process for servicing retirement plans that cover an overview of ERISA at a high level, best practices for implementing a prudent process, and shares resources and strategies for developing a service model that meets industry best practices.