Sharon Pivirotto, owner of Pivirotto Resource Group and the 401kbestpractices.com blog, has opened the 401k Business in a Box Template Library for 401(k) plan advisers.
Pivirotto says the solution gives single and small-team advisers access to practice management resources that many advisers at larger firms already have access to.
“There’s a gap in the market where the solo adviser or small office is trying to create their own marketing, sales, and service process documents,” she adds. “I wanted to help since I was that solo adviser myself for several years.”
The 401k Business in a Box is set of document template packages that advisers can download, customize and employ in their business. Each kit includes draft emails to send to plan sponsors, slide presentations, marketing material, social media graphics, and additional template documents.
More information about the new service is available at www.401kbusinessinabox.com.