Publications

Cetera Financial Group launches 401(k) practice development program
Other - JUNE 20, 2018

Cetera Financial Group launches 401(k) practice development program

by Released

Cetera Financial Group has launched its 401(k) Practice Development Program for advisers currently serving retirement plans and those seeking to expand into this market.

The program is a live, web-based training sessions supplemented by industry-leading resources and tools. It was developed with Nationwide Financial and leading retirement plan advisory consultancy KnowHow 401(k).

“With plan sponsors increasingly searching for solutions that can help them meet their fiduciary responsibilities and maximize participant engagement, our new 401(k) practice development program provides both experienced advisers and those new to this market with the knowledge and tools they need to address these opportunities confidently and expand their retirement plan businesses,” says Tim Stinson, head of wealth management for Cetera Financial Group.

The program is part of Cetera’s Retirement Plan Solutions offering, which consists of six live, web-based training sessions conducted over a three-month period by Chris Barlow, managing director and founder of KnowHow 401(k). Each session will cover crucial topics such as business planning, marketing, meeting with plan sponsors and more. Enrolled advisers also will have access to KnowHow 401(k)’s fully integrated resource center and will receive support during and after the program from Cetera’s Retirement Plan Solutions consulting team, who will be available to help them implement the strategies and tactics they learn.

Forgot your username or password?