Keep Up-to-Date With 401(k) Specialist

401(k) Specialist is dedicated to addressing the exciting, complicated (and at times frustrating) issues related to the 401(k) industry to help better protect your business and your clients.

Please fill out the form below to stay up-to-date with 401(k) news and information and receive your free copy of 401(k) Specialist.

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What is your advisory firm affiliation?(Required)

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RIA Only

Dually Licensed

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How many years of experience do you have in the retirement planning industry?(Required)

What size are the retirement plans you typically manage?(Required)

What are your total assets under advisement?(Required)

What are the total number of retirement plans you have under advisement?(Required)

Which types of retirement plans do you currently provide?(Required)

What other types of retirement plans do you currently provide?

What securities licenses do you have?(Required)

Series 6

Series 7

Series 63

Series 65

Series 66

Other

What other types of securities licenses do you have?

What professional designations do you have?(Required)

Certified Financial Planner® (CFP®)

Accredited Investment Fiduciary® (AIF®)

Certified Employee Benefit Specialist® (CEBS®)

Chartered Financial Analyst® (CFA®)

Certified Regulatory and Compliance Professional (CRCP)

Chartered Retirement Plans Specialist (CRPS)

Retirement Income Certified Professional® (RICP)

Retirement Income for 401(k) Plans Certificate (RI(k))

Other

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