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

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These pages provide a step-by-step of how to open and edit the tools, how to prepare for an appointment covering one of the six topics, what to take on an appointment, gathering data, inputting data from the worksheets into the template files, and how to edit and customize documented compliance summaries for your client.

Subscriptions Only Available for Purchase on the PPC Designee Site