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The Online 401(k) partner with financial advisors to provide 401(k)s for small businesses
The Online 401(k) works with financial advisors to allow small businesses one-stop shopping for 401(k) service and advice
SAN FRANCISCO (March 31, 2006) – The Online 401(k) (www.theonline401k.com), the leading provider of full-service Web-based 401(k) plans for small and single-person businesses, recently announced its partnership with:
Legacy Advisors
Alpha Financial Advisors
Retirement Solutions
These partnerships will enable the firm’s small business clients to access an independent 401(k) solution, free from hidden fees that often accompany larger 401(k) providers.
Both The Online 401(k) and these firms are dedicated to providing small businesses with services that outshine the approach of most large organizations, while delivering a cost-effective and flexible solution. All of the organizations share a focus on solutions and services that meet the unique requirements of small businesses.
The Online 401(k) works with financial advisors to use 401(k) plans to help build their businesses. The Online 401(k)’s small business 401(k) solution specializes in small plans and allows advisors to play a key role in creating and manage the investments for a 401(k) plan with little restriction in terms of the investments they select.
The Online 401(k) also provides numerous tools, including customized marketing materials and proposals that will help advisors not only help manage their client’s 401(k) plans, but will also help them win business. It also provides a special Web site, which financial advisors can use to customize marketing materials and proposals. Most importantly, this site will allow these advisors to manage and create fund lists and investment models; and track their clients’ 401(k) plans.
Chad Parks, CFP® and CEO of The Online 401(k) says “These advisors directly complement the way that The Online 401(k) works and gives small businesses the best of both worlds: A comprehensive solution previously available only from large organizations, with the personalized attention of a small firm.”
About The Online 401(k)
For more information on The Online 401(k)’s programs for advisors and the solution, please visit www.startup401k.com. Advisors can request a quote for clients and automatically receive a customized proposal via e-mail. The Online 401(k) offers a wide variety of investments from which to choose. Employees can access 401(k) and investment education, select their investments and manage their individual 401(k) accounts – all from the convenience of their desktop.
E-mail us at press@theonline401k.com
or call us at 877.775.401k.
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