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January 18, 2014

Getting Started

by The 401k Study Group ®


A popular question these days for sure!

First, reread this: THE CLOCK

Second, find a trusted relationship with a local business owner preferably with 25 employees or fewer.

Third, tell them you are so excited,compelled or intrigued by the opportunities in the 401k industry that you have joined a national organization called the The 401k Study Group.

Fourth, ask if they would be willing to help you pursue  the 401k business as a test case or as a favor. Ask if you can audit their plan or offer a second opinion.

“Because of what I’ve learned from the 401k Study Group I recommend a second opinion”
“Because of the changing legal environment……”
Because your personal assets are at risk…..”

Don’t be surprised when they say sure I’d love to help you.


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