“The 401k Service Solution has been an excellent
learning tool. It has helped to give me more depth and
understanding of the different aspects of our plan and
the administration process that will ensure we are in
compliance and fulfilling our responsibilities as fiduciaries.”
- Kathleen Pouch
Manager of Payroll & Human Resource Services
Investment Committee Member
ESM Group, Inc.
“Businessmen are not experts on 401(k) plans. Most of us struggle to keep our personal investments in order, let alone dealing with the complexities of establishing plan objectives, providing plan participants with adequate training to prepare for retirement, meeting ERISA standards as well as substantiating plan particulars to public auditors.
"The 401k Service Solution initially brought a dose of reality to me and
my partners by highlighting our ignorance in many areas.
It then proceeded to educate us and provided an understandable
process through which we could accomplish our objectives
in a timely fashion. Thank you for your help.”
- Charlie Zak
President and CEO
CCMA
“The Vision session has helped me more clearly understand our role and what we want to achieve with the plan for our employees. The continuing education that The Service Solution has provided to me has been invaluable. It is extremely important that I do the best I can for my employees' futures. These sessions have helped enrich my tools to keep doing the best job in the correct way for my employees.”
- Chuck Wright
Investment Committee Member
ESM Group, Inc.
“Having had no formal Investment Training, except for a few business
courses in college 25 years ago, I am basically a self-taught
investor. These courses have helped to solidify my overall
Investment Education and Foundation.
"The Seven-Step Process for Creating a Clear Vision of Plan Success’
is an excellent game plan for establishing education
goals.
"Prior to taking (A Solid Foundation) this course,
I did not totally understand what an IPS was or how
vital it can be to a plan. This course explained all
aspects of an IPS.
"In The Portfolio Builder – it is interesting
to review specific costs, plan expenses, etc. associated
with our plan. Also, comparing our plan expenses with
national averages of other plans is informative.
"The Advanced Investor Series – my favorite
course. Gets into the intricate nature of our plan,
addressing both fiduciaries and participants.”
- Paul B. Dorsch, Jr.
Investment Committee Member
Chapman Corporation
Plan Advisor Testimonials
"Servicing the 401k plans has always been a challenge
and this program will eliminate any service issues /
problems. Finally, someone has developed a course to
efficiently service the 401k marketplace."
- Keith Warmbein
Investment Advisor
PrimeSolutions Advisors
"The 401k Service Training Program provided the
necessary knowledge, insight and tools for an advisor
specializing in retirement plans to create an entirely
new set of value and services to improve the participant
success rates."
- Mario GiGanti
Managing Director
Azsure Fiduciary Services
"I believe that you go to clients with solutions
not problems. This program helps to provide comprehensive
solutions that will enable you the employer to help
create an effective retirement for your best asset -
your employees. "
Pat Bearss
VP Sales
Independent Bankers Group
"I believe the 401k Tools enables advisors to
deliver the kind of service that their clients deserve
and that they have always wanted to provide."
Paul L Powell
Financial Consultant
CapSouth Partners
"Excellent coverage for all of the major components
affecting 401k plan reviews."
Charles E. Offutt
CEO, Alliance Benefit Group
Mid-Atlantic
"It puts the complicated 401k plan process into
a well defined, step-by-step process! Making your life
and job easier."
Tim Gannon
Columbia Management
"The value of this program is the process in which
everyone associated with the plan, including the participants,
are educated about every aspect of the plan."
Chuck Breschi
Franklin Financial
Group
"This is a very beneficial tool because it provides
the "Process" to achieve what we know needs
to be done with our 401k clients. This is truly an item
that the 401k broker is missing in the industry today."
- Peter A. Hirsch
Investment Analyst for Retirement Plans & 529 Plans
AIG Advisor Group
"It provides an organized process of walking plans
sponsors through fulfilling their fiduciary responsibilities
and their fiduciary risk. "
Walt MacKillop
Financial Consultant
Crescive Financial, LLC
"The 401k Service Solution Training program is
a valuable program for anyone working in the 401k Industry.
The 6 courses will benefit all 401k Plan Sponsors-large
or small and is a great tool to provide Value!"
Beverly Alleman
Marketing
ABG
"The training program is a Roadmap through a "seemingly"
complex 401k field with the specific steps to follow
clarity of plan purpose, means of achieving desired
results and ultimately a successful retirement plan
can be achieved."
Jim Martin
Financial Consultant
Santori and Peters, Inc.
