401kDIRECT and Matrix Financial Team Up on Workshops for Advisors and TPAs
CAMPBELL, CA, October 26, 2010 -- 401kDIRECT and Matrix Financial Services have teamed up to host an important one-day workshop, “Grow Your Retirement Plan Business through Open Architecture Solutions,” to be held at 5 locations across the U.S.
The workshop will explore ways for Advisors and TPAs to increase market share through the use of Open Architecture Solutions and will provide the participants with the knowledge and skills to market their services more successfully and grow their businesses. Topics to be discussed:
- How to uncover the hidden fees in Insurance Company 401k plans to make prospecting and selling against these plans more effective
- How to access and choose the right funds in an increasingly regulated economic environment, including a co-fiduciary investment service to the plan
- How to use the new tools of open architecture to simplify your proposals and presentations and win more business
- How to prepare and present a winning fee analysis
- Best practices for 401k finals
- How 408(b)(2) legislation will affect open architecture service providers including advisors, TPAs and record keepers
The one-day workshops will take place from 10:30AM to 2:00PM and will be held at the following locations (click for more information):
- Tuesday, November 2nd 2010 – Boston Marriott, Copley Place – Boston, MA
- Wednesday, November 3rd 2010 – Residence Inn New York/Manhattan
- Thursday, November 4th 2010 – Philadelphia Marriott Downtown - Philadelphia, PA
- Wednesday, November 17th – Chicago Marriott Downtown Magnificent Mile, Chicago IL
- Thursday, November 18th - JW Marriott, Washington, DC - Washington, DC
401kDIRECT and Matrix Financial Solutions invite all interested parties to register for the event by clicking the links above or going to the 401kDIRECT website at http://401k-direct.com/upcoming-events/.
About 401kDIRECT
For over 25 years, 401kDIRECT has been a leading provider of retirement plan and HSA solutions to Advisors, Plan Sponsors and Third Party Administrators. Headquartered in Campbell, CA with offices in Chicago, IL and Columbus, OH, 401kDIRECT provides services nationally.
About Matrix Financial Solutions
Matrix Financial Solutions, Inc, is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions. Matrix Financial Solutions currently serves more than 300 financial institutions by servicing $100 billion in assets through its trading and trust platform.
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