We offer the resources financial advisors need to run their practices.

For advisors, running a successful retirement plan practice involves more than just 401(k) marketing, prospecting, or conducting enrollment meetings.

401(k) ReKon™ offers the resources advisors need for each 401(k) provider. You can quickly search for valuable resources to build an efficient, well-rounded, organized business – and see how various 401(k) plan providers are currently helping other financial advisors build their practices, including:

• The Retirement Readiness Tool, from Principal Financial helps 401(k) plan sponsor prospects take a closer look at the health of their retirement plan and determines if their 401(k) plan participants are on track for retirement.
• The Investment Review Report, from Prudential Investments streamlines the 401(k) plan level review process and helps 401(k) retirement plan sponsors meet their fiduciary responsibilities.
• Critical Conversations to have with Plan Sponsors, from Blackrock, provides a list of updates or changes 401(k) Plan Sponsors should consider for their retirement plans.
• Prospect Goldmine Database, provider by DWS, includes data on 1.3 million 401(k) plans, plus 401(k) prospecting tools. Database is provided by 401(k) Exchange.
• Statement of Services tool, from ING, is a non-ING branded template for 401(k) advisors to download and provide an outline of services to their 401(k) plan clients.
• Target Date Compass Overview, from JP Morgan, is the first tool of its kind to create a standardized, systematic target-date fund evaluation process. Financial advisors may use the tool for either 401(k) prospecting or 401(k) plan reviews.