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If you are a small business looking for a financial advisor, check our network of small business resources.
If you’re on this page, you may be looking for:
- An honest 401(k) solution for your small business clients
- A way to increase assets while providing value to your clients
- A way to enter the 401(k) business without all of the fuss
Sounds impossible? Good news is, it’s not!
You can find out more at our site for financial advisors, www.startup401k.com, or e-mail us at partners@theonline401k.com to get started!
The Online 401(k) offers you the ability to increase:
Referrals
Decimal is clear on which market we service. We can help you source more business for you as well!
Revenue
We will share our hard-dollar cost revenue with you for your referrals. Keep it for yourself, or rebate it back to the client. Best of all, we take care of all the heavy lifting. You’ll be responsible for what you do best – providing investment advice.
Retention
Your clients will appreciate you helping them solve their problems by offering an honest, customized 401(k) solution that integrates your investment expertise seamlessly.
How do we do this?
- Integrated 401(k) solution with investments selected by you
- Co-branded marketing site for your clients
- Easy-to-use interface for creating allocation models and investment policy statements
- Customized co-branded proposal
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