The 401k Service Training Program
Peoria, IL

August 20 - 21, 2007
7:30 a.m. to 5 p.m. daily (16-hour training)

Hosted by:
Alliance Benefit Group of Illinois
456 Fulton Street, Suite 345
Peoria, IL 61602

Seating is limited, so reserve your place now.
Simply download and print the Enrollment Application and mail or fax it with your payment.

Hotel Guest Room Accommodations

We recommend the Hotel Père Marquette, located across the street from the Alliance Benefit Group. When making your reservation, request the Alliance Benefit Group room rate of $96 plus tax.

The hotel provides complimentary shuttle service to and from the Peoria Airport (PIA airport code). The hotel courtesy phone to request transportation is located at the lower-level baggage claim area. The hotel is approximately 15 minutes from the Peoria Airport.

Hotel Contact Information

Hotel Père Marquette
501 Main Street
Peoria, IL 61602

Reservations: 866-376-8886
www.hotelperemarquette.com

The 401k Service Training Program for Plan Professionals

• Program Brochure
• Agenda
• Enroll Now
• Tuition Rate: $3,000.00
• $300 AIF/AIFA Designee Discount
• ABG Associates and AIG Advisor Group Reps – Inquire about Your Special Group Rate
• Fee Includes: Training, program materials, meals (2 breakfasts, 2 lunches, 1 dinner), first-year PPC Designee fee; PPC-only website access, one-year licensing rights to use The 401k Service Solution Tools, Marketing Support (10% of tuition is used to market the PPC designation to plan sponsors), template CD
• Accredited by: Robert Morris University, The School of Adult and Continuing Education, Pittsburgh, PA.
• Prerequisites: Three years of financial industry sales and/or service experience, enrollment application
• Length of Program: Two-day (16-hour) training program
• Instructors: Don Settina, CFP, AIFA, PPC, and Sharon Pivirotto, AIF, PPC
• Atmosphere: Interractive training program with questions/answers throughout, case studies, role-playing, breaks on the top of every hour
• Location: Alliance Benefit Group of Illinois, 456 Fulton Street, Suite 345, Peoria, IL 61602
• PPC Designation Requirements: Code of ethics, licensing agreement, final exam – 50 questions, multiple-choice at the end of day two
• CE Requirements: Four hours a year in a format determined by FSS (no cost)
• Annual Requirements: PPC Designees – code of ethics, designation application, $595 designation fee (1st year's fee included in program tuition), licensing agreement
• Continuing Education Awarded: Accepted for 12.5 CE hours by the CFP Board, 12 hours of CPE credit for PA accountants in the area of Advisory Services – Intermediate Level

Enroll Now

Simply download and print the Enrollment Application and mail it with your payment to our address listed below. Make checks payable to Financial Service Standards, LLC. You may also fax your application, along with your credit card information, to us at 724-942-4196.

You will receive specific class details in your Welcome Packet, which will be mailed two weeks before class.

Mail your application with your payment to:

The 401k Service Training Program
Financial Service Standards, LLC
2652 Hidden Valley Drive, Suite 100A
Pittsburgh, PA 15241

Phone: 412-977-9304
Fax: 724-942-4196