“401(k) Rekon™ provides financial advisors with the knowledge that is critical to help Plan Sponsors make the best decisions. The material within helps financial advisors become proficient in navigating the inherent complexities in this rapidly changing market. Today, more than ever, plan sponsors need help. Help in creating a successful 401(k) program. A successful program that will allow participants to make good decisions. Decisions that will allow them to retire when they want to retire and with the appropriate amount of assets.”
“This is without a doubt a ‘must attend’ event for Advisors who are serious about the retirement industry. The meeting was outstanding, and the 401k Rekon team was extremely organized and engaged the entire time.”
“Partnering with 401(k) Rekon has given us an opportunity to work with a thought-leading organization that’s dedicated to advising retirement plan producers from the trenches. 401(k) Rekon brings a knowledge base to their Symposiums that helps both the novice and experienced advisor – complimenting our mission in helping advisors sell retirement plans more efficiently and profitably. We look forward to sponsoring future 401(k) Rekon Symposiums to help convey best practices and identify creative ways for advisors to build profitable retirement plan practices.”
“I attended the seminar today and it was outstanding. Very fast paced and yet I got all the information I needed. The topics were diverse and the speakers did an excellent job.”
“I liked the DC focus of advisors (attending).”
“The program design, attendance, and length of program were great.”
“I liked the fresh perspectives, new ideas, quotes, and resources.”
“I liked the info on Cash Balance Plans, how to use Form 5500, and the WOW presentation by Janus. Always good to be reminded of these ideas. Also like the ability to meet with the providers.”
“I liked the range of speakers, and it was a great venue.”
“I liked the prospecting ideas and website suggestions (third party resources). Nice venue.”
“I liked the info on providers I didn’t know were in the 401(k) marketplace.”
“I liked the diversity of presenters and 30-minute time slots–kept things moving. Also wasn’t overly product oriented.”
“My first time attending – Good topics!”
“Good selection of speakers and topics.”
“Excellent new information and marketable ideas.”
“Ross, great job on the Chicago symposium! The topics were unique and practical.”
“The session was excellent, many good ideas presented and exchanged. I highly recommend to anyone working in the 401(k) space that you check out a meeting in your area.”
“Kudos to Ross for providing the forum to get retirement professionals together. The Chicago meeting had outstanding attendance and was a great place to ‘meet and greet.’”
“…the size of the crowd and quality of the attendees was outstanding.”
“Symposium was terrific! Thanks for making it all happen.”
“Thank you for the seminar. I learned a lot.”
“Thanks for putting on a great event… I appreciate everyone’s time.”
“Great program Ross… I would highly recommend this symposium to any adviser either working currently in, or considering working in, the qualified retirement plan business.”
“…really nice job on the 1st program. Everyone on your team did a great job. I enjoyed being part of it.”
“I appreciated going to your Symposium. My colleague (David McClure) and I found it very beneficial and added value for our respective practices.”
“I had such a wonderful experience at the Symposium and look forward to many more.”
“Without question, industry-leading wholesalers continuously search for cutting-edge strategies and practice-building advice to share with their most successful advisors. Do yourself a favor and learn this site. Then, do your business partners a favor and show them how to use it. 401k Rekon will revolutionize the way advisors both market and manage their client’s 401k plans and you will separate yourself from your competition. 401k Rekon is that good.”
“I liked everything: the selection of topics was excellent, from the challenges facing advisors today to fiduciary issues and IRS audits. The location was great too. The moderator and speakers were wonderful.”
“The meeting exceeded my expectations. Your team does a fantastic job putting these together.”
“I received a lot of knowledge at the one in the fall… it’s a great source of info… plus the benefits of making new acquaintances. Some of the tips I got from that seminar have helped me close about 5 new plans.”
“The symposium was well-developed and full of business-building ideas. The content was thoughtfully laid out in a way that was understandable, taking advisors through the basics but also touching on details that matter when you’re trying to learn what you need to know about the 401(k) market. I was pleasantly surprised at the level of information provided and the fact that none of the sponsors tried to sell me on doing business with them; they simply provided information to help me grow my business. I’d recommend the symposium to both novice and expert alike.”
“I enjoyed the symposium and found it very beneficial. I learned from the presenters and made some great connections with other participants. Looking forward to the next one 
”