Should I Prospect 401k Plans?

Published On: January 13, 2022Categories: Retirement Partners

401k plans provide a great referral resource for financial planning and rollover opportunities, so you should look to prospect them.  GVA Retirement Plan Consulting can provide the expertise and service to allow you to compete in the 401k space.

We provide 3(38) investment fiduciary services along with handling all of the heavy liftings of plan design, administration, and provider liaison.  This allows you to focus on the employees to foster a relationship to offer your individual expertise.

Contact us to discuss prospecting ideas and everything that GVA Retirement Plan Consulting offers.

Contact: Jason Kell @ sjkell@gva401k.com | Direct:  610-420-2747