Are you looking to grow your retirement plan business?
You're probably familiar with FREEERISA or eFast.dol.gov., where you can get the Form 5500 for any qualified plan. But did you know the Form has helpful information that can support your prospecting activities?
You can tell if an organization:
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is failing their discrimination test
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is taking advantage of cross testing
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intends to comply with 404(c)
You can also see the plan's participation rate – and more.
Knowing this important information can give you a substantial competitive edge when prospecting business owners. You’ll be approaching them with issues and solutions – not products and fees.
Business owners are great clients to have. They reward excellent service with loyalty and will give referrals once the relationship has developed.
Want to learn how to attract these business owner prospects?
Join NWPS' Tom Rouse MBA, QKA, QPFC for a webcast on Prospecting Using the Form 5500. Having spent some 25+ years in the retirement plan business, Tom has a wealth of sales ideas and concepts to make this business happen. This is a working session to help you grow your business; not a commercial.
Join us!
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March 15
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8 a.m. to 9 a.m. Pacific
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Via Zoom
Come with questions and expect to leave with usable, actionable steps.
Our presenter:
Thomas J. Rouse MBA, QKA, QPFC
Tom is the Director of Advisor Support Services for NWPS, a national service provider to the retirement plans marketplace. He and his team work with NWPS' strategic partners and advisors to help grow their retirement plan business.
Tom joined NWPS in April of 2007 and has nearly 30 years of experience in the qualified retirement plans industry. Prior to that, he was the National Sales Director for Ascensus (formerly BISYS Retirement Services). Tom has also worked in the qualified plans departments of American Express Financial Advisors, New York Life and T. Rowe Price. He has a BA and an MBA from Loyola College in Maryland, the Qualified 401(k) Plan Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations from the American Retirement Association. He holds the Series 6 and 63 security licenses and is a member of ASPPA, NAPA and NTSAA.
Tom is a frequent speaker and writer on matters relating to qualified plans.