Presentations
The Online 401(k)’s User Conference 2007 Presentations
Thank you all so much for your support at our first annual User Conference! We hope you had as much fun as we did. You can download all the conference presentation slides by clicking the links below. Best of luck to all of you, and we’ll see you next year!
Conference Presentations
The opportunity in the current 401(k) market and what it means to you
General Session – Lance Loveday
How to use technology effectively to generate leads
Behind the scenes at The Online 401(k)
Playing with the "Big Boys": Staying competitive through an integrated solution
Build your practice using 401(k)
Generating leads: How you can use our resources to grow your business!
401(k) solutions for owner–only businesses
How to make the most of your partnership
Ensuring the perfect sale: Your operational resources at The Online 401(k)
Supplemental Information
A simple yet powerful tool that will show you and your client the true cost of the 401(k) plans you are considering
Start the conversion process with a free 401(k) check–up service
Establish credibility as a 401(k) advisor
Use this as a model to lead a fiduciary review meeting
Fiduciary 401(k) Plan Assessment
This check list will allow you to identify areas in your client’s current plan that may require attention
Make sure your clients are aware of their responsibilities
Introduce your clients to New Comparability plans
Qualifying your small business clients for retirement plans
An industry–specific retirement plan evaluation: Is a 401(k) right for you?
How to qualify a Startup 401(k) plan
Some effective questions to help you assess the interest of a small business
Advisor/Payroll Networking Session Notes
A few networking tips to help you excel outside your industry