401(k) Advisor University (sm); is a 2-day results-driven course designed to offer financial advisors all of the knowledge necessary to take advantage of today’s opportunities and build a successful 401(k) plan advisory/sales business.

Learn how to capture your share of the $3 trillion 401(k) market or to improve your existing retirement plan business from industry experts including: noted ERISA attorneys, fiduciary experts, leading 401(k) advisors and other renowned 401(k) experts!

April 2008 in Philadelphia, PA

Today’s competitive landscape New 403(b) opportunities
Unlocking the mystery of 401(k) plan pricing and how to uncover hidden fees and costs Interpreting the Form 5500 and using it as a marketing tool
Building an effective 401(k) marketing system
 Optimizing Plan design opportunities
Learn how to leverage your existing relationships and generate 401(k) sales opportunities
 Learn about the advantages of providing fiduciary services which are not available through insurance or mutual fund sold platforms
Understanding and implementing a prudent investment process New and unique opportunities offered by the Pension Protection Act
Professional Capital Services
1735 Market Street, Suite 3200
Philadelphia, PA 19103
Toll Free: 888.684.6653x7462
Direct: 215.575.7462
Fax: 215.575.7451