Retirement Plan Consultants University
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Essential training and tools for Retirement Plan Consultants |
Overview: Retirement Plan Consultants University (RPCU) will provide the tools and training for advisors to excel in meeting the needs of each client. This specialized training allows you to become highly educated and efficient in all aspects of the journey. RPCU will help you build rapport with your client, have confidence to share your knowledge by presenting individualized option plans and successfully complete the sale from beginning to end.
Course Includes: |
Description |
| Qualified Plan Fundamentals | Defines the different plan types, contributions from the employee and the employer, testing basics, and vesting. |
| The 401k 101 Intro to Plan Design | Explores decisions in choosing a plan and further explains safe harbor plans, profit sharing plans, cross test/new comp plans and other plan alternatives. |
| Cash Balance Plans 101 | Explains the basics of cash balance plans, who benefits from using them and why. |
| Anatomy of the 401k Sales Meeting | Teaches all the important steps: processing and researching potential clients, conducting the first meeting and closing the deal. |
| Fiduciary 101 | Learn everything that is needed to know about fiduciaries... Who is a fiduciary? What is it? What roles and responsibilities are included? |
| Setting up the Plan | Provides the essential elements of proper documentation including plan design, submitting paperwork, delivering documents and conducting the enrollment meeting. |
| Ongoing Services | Includes employee education, annual plan review and ongoing enrollment support. |
For more information, call 877-800-1114. To download an Enrollment Form - Click Here
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