The 401k Service Solution™
TOOLS and Subscription OVERVIEW

Current literature list and subscription options

 
Standard
Professional
Premium
EXECUTION 101
Business Management Spreadsheets (+)
X
X
X
Step-by-Step Instruction for Customizing Literature and Creating Client Summaries (+)
X
X
X
Online Administrative Support Training Workshop (+)
X
X

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Based on requests from program graduates and inquiries from administrative support personnel, we have put together a six-hour online training program that covers several key support areas of study.

What does the Training Cover?

1. Process Overview
2. Prepping for Client Meetings
3. Website Access and Navigation
4. Working with Templates
5. Adding Logo, Contact Info, and Disclaimers
6. Customizing Tools
7. Printing Formats
8. Creating Summary Reports
9. Employee Report Card Spreadsheet
10. Participant Worksheet Spreadsheets
11. Creating Planning and Education Calendars
12. Implementing an Education Program
13. Creating the Lead Fiduciary Practice Investment Reviews
14. Developing and Implementing a Marketing Program

Subscriptions Only Available for Purchase on the PPC Designee Site