COURSE SUMMARY:

401(k) CULTURE for Financial Advisors is a full curriculum designed to help prepare financial professionals to prospect, present consult to and service the world of Defined Contribution Retirement Plans.  A successful completion will give you the core training you need to work effectively in that marketplace.  Keeping updated via 401(k) CULTURE offerings will contribute significantly to a long career as a 401(k) specialist.

COURSE OBJECTIVES:

  • Learn about the components of a 401k plan and the different options out there.
  • Understand what a fiduciary is and the responsibilities they have.
  • Gain insight into what plans want and need.
  • Learn how to present these topics to students.
  • Become aware all the current rules and regulations.
  • How to make a 401k plan presentation

COURSE AUTHORS:  JOHN LOHR, IAN LOHR 

COURSE DURATION:  2 hours

COURSE TYPE:  Self-paced student works at own pace

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