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401k SAFE Article - Servicing 401(k) Plans

Check out this recent article that 401k SAFE put out regarding servicing 401(k) plans....

I will never forget the client’s reaction when she got audited by the DOL. This was fortunately not a 401(k) client, but from our HR Outsourcing days.

We had repeatedly warned that she was not administering her payroll over time correctly. I even went as far as sending our in house labor attorney to her office to explain the potential consequences. 

When the DOL knocked on the door and 6 months later she had to write a very large check she was furious. 

I reminder her that we did everything we could to warn her and she said, “Why didn’t you shake me?”

At that point, I understood exactly what she meant. It would be like if one of your kids was getting ready to walk into the street in front of oncoming traffic, you wouldn’t calmly text them to explain the consequences. You would physically stop them from getting in harm's way.

The majority of your 401(k) clients and prospects aren’t worried about their 401(k) plans, and I have witnessed how some of the largest 401(k) producers in the country understand this and have capitalized on it. One of the advisors we have had the privilege to work with has approximately $100M in closable plan inventory. He maintains this volume of closable business, because he “shakes people.” Lots of them! 

And believe it or not, you can “shake people” if you have their best interest at heart. He’s not communicating fear, he’s communicating the things they don’t know or understand. He has conviction when explaining their fiduciary responsibilities, and the potential consequences if they don’t take action. He “shakes” them and the apples start to fall out of the trees. 

The 401(k) market offers unlimited opportunities to “shake” people.

If you have year-end deals you are trying to close, we can help. We have had amazing success in closing large plans with advisors that are capitalizing on our 15 minute “401k Safe Client Fiduciary Portal” web demo. If you have a plan on the fence and you can “shake” a prospect or client into sitting still for 15 minutes we can help you close the deal. Reply to this email, and we will schedule a a call at your convenience to walk you through our web demo.

Lee and Jim

Contact Information:

Lee Lichtenstein- Direct Dial: (205) 914-8108, Email: llichtenstein@401ksafe.com

Jim Sharp-           Direct Dial: (205) 914-0121, Email: jsharp@401ksafe.com

Patty Bell-            Direct Dial: (602) 684-1450, Email: pbell@401ksafe.com

https://www.401ksafe.com/

RSG's July Newsletter

Check out RSG's July Newsletter!


http://www.icontact-archive.com/YM3XJIMgvMVovv15w4aUSQ6gieD9sTdw?w=1

Retirement Solution Group Recognized on US 99.5's Drew’s #PenOfTheDay

Click here to read all about it!

Steve Scott of Retirement Solution Group Named 2014 CEO of the Year by the Raffoni Group’s Prestigious CEO Collective

STEVE SCOTT OF RETIREMENT SOLUTION GROUP NAMED 2014 CEO OF THE YEAR BY THE RAFFONI GROUP’S PRESTIGIOUS CEO COLLECTIVE

 

For immediate release

December 09, 2014

 

 

BOSTON – Steve Scott, CEO, Retirement Solutions Group (RSG)

[www.retirementsolutiongroup.com] was awarded a 2014 CEO of the Year Award by the strategic CEO consulting origination, The Raffoni Group at the 9^th Annual CEO Summit. Scott was selected to receive the award by his CEO peers for exhibiting outstanding performance and growth in the prior year.

 

“Steve was chosen by his peers within the CEO Collective—an honor not to be taken lightly. These leaders know each other’s business challenges and victories intimately from regularly working together in a transparent setting. The group’s decision to present this year’s award to Steve is a true testament to his leadership abilities and effectiveness in the vital role of CEO,” said Melissa Raffoni, CEO of The Raffoni Group.

 

 

About The Raffoni Group CEO Collective

 

Boston's premier CEO network, The Raffoni Group’s CEO Collective, is built on the truth that incredible things happen when outstanding CEOs connect with other outstanding CEOs in a powerful, purposeful way. Members of the network are carefully selected for their experience, strategic acumen, their proven record of success, promise of future success, and importantly, their ego-less confidence. The CEO Collective seek CEOs of growth companies who are executing meaningful change and action, whose strategic issues push their peers’ thinking and sharpen their CEO skillsets. They are achievers, risk-takers, bold visionaries and enlightened leaders who inspire and challenge one another every day to reach their fullest potential. CEO members are from companies including Eliassen Group, Newmarket International, Kurgo, Aquent, AMS, Brainshark and Ipswitch. For more information visit www.raffonigroup.com