Cetera Financial Group, a national network of independent advisers, has launched the 401(k) Practice Development Program for advisers currently serving defined contribution (DC) plans and those looking to break into the market.
The program consists of live, web-based training sessions supplemented by resources and tools. It was developed by Nationwide Financial and retirement plan consultancy KnowHow 401(k).
The training sessions will be conducted over a three-month period by KnowHow 401(k) founder and Managing Director Chris Barlow. The sessions will cover such topics as business planning, marketing, meeting with plan sponsors and more. Advisers who participate will have access to KnowHow 401(k)’s resource center, and in addition to that, Cetera’s consulting team will be available to help advisers implement the strategies and tactics they learn.
“Cetera’s vision for empowering advisers to provide objective, holistic guidance echoes in everything we do,” says Tim Stinson, head of wealth management for Cetera Financial Group. “This extends far beyond simply providing advice about investments to providing support for sponsors of and participants in company retirement plans.”
The program is being offered at no cost to Cetera advisers.