A HUGE value you must bring to the table in your advisor role is knowing which record-keepers to recommend. In this episode I discuss the key points to review and consider when you start to look for a better home for your 401(k) plans. You must consider the service, technology and pricing. A small fee difference could lead to you loosing or keeping a plan when you don't value the other important aspects. &nbsp;&nbsp;
 
https://www.401jake.com/ &nbsp;
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Linkedin: https://www.linkedin.com/in/jakerushton/&nbsp;
Instagram: https://www.instagram.com/401jake/&nbsp;
Facebook: https://www.facebook.com/401jake&nbsp;
Twitter: https://twitter.com/jakerushton
TikTok: @jakerushton401k
 

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Top 3 qualities to look for in a TPA

Welcome to The 401(k)lub POD, hosted by the ambitious, passionate, 401(k) practitioner Jake Rushton, AIF. On this podcast you will hear from 401(k) industry leaders, business owners, employees, and other influencers to help you win more business efficiently and effectively. You will also hear ideas about sales, operations, marketing, personal branding, and lifestyle design. The content we cover will be useful for anyone in the 401(k) industry including advisors, wholesalers, TPAs, auditors, and plan sponsors. Get ready to take your 401(k) practice AND YOUR LIFE to a new level!