401k Best Practices

Proven Strategies to Grow a Successful 401k Practice

Press Releases

Press: New Social Media Template and Strategy Kit Available for 401k Advisors

by Sharon Pivirotto | Follow Me on Twitter Here

FOR IMMEDIATE RELEASE:
 July 10, 2022

CONTACT:
 Sharon Pivirotto
 Pivirotto Resource Group
 401kbestpractices.com
 412-440-8806
 info @ pivirottoresourcegroup.com

New Social Media Template and Strategy Kit Available for 401k Advisors

A New Template and Strategy Kit for Advisors Who Want to Position Themselves Online as a 401k Specialist is Now Available

Pittsburgh, PA: Sharon Pivirotto, Owner of 401kbestpractices.com has just released a Social Media Posts in a Box Complete Template and Strategy Kit for 401k advisors looking to build a strong online presence that builds positioning as a 401k specialist.

According to Sharon Pivirotto, “Every month, a new kit is released that will help the 401k advisor either on the marketing side of the 401k business, or the service side. This month’s kit is to help on the marketing side. The strategy and done-for-you social media graphics were designed to help an advisor add positioning to their online profiles, and publish regular content that that builds authority, credibility, and likability.”

The Social Media Posts in a Box complete kit is part of the 401k Business in a Box  document library for 401k advisors. Individual kits can be purchased a la cart to accomplish a specific goal, or advisors can subscribe as a 401k Quarterback and access the full library.  The library includes items such as: emails to send to plan sponsors, slide presentations, blog posts, lead generation funnels, fiduciary training for plan sponsors, point of sale brochures, social media graphics, turn-key service and compliance documents, and additional done-for-you documents that can save the advisor time and help them with their marketing and servicing of 401k plans.

For details and to learn more about the Social Media Posts in a Box kit and the full 401k Business in a Box Library, visit: 401kbusinessinabox.com

About Sharon Pivirotto:  The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor and 25 year 401k industry veteran. Sharon developed the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 in 2013. She now runs the 401kbestpractices.com website full time to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

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Press: 401kBestPractices.com Offers 401k Advisors Free Templates

by Sharon Pivirotto | Follow Me on Twitter Here

FOR IMMEDIATE RELEASE:
 July 5, 2022

CONTACT:
 Sharon Pivirotto
 Pivirotto Resource Group
 401kbestpractices.com
 412-440-8806
 info @ pivirottoresourcegroup.com

401k Best Practices Offers 401k Advisors Free Templates

401kbestpractices.com Is Giving Away Free Templates Every Week for Advisors Who Access the Free Members Area of the Website

Pittsburgh, PA: Sharon Pivirotto, Owner of 401kbestpractices.com has kicked off a weekly template share called, “Free Template Tuesday” where new templates get added to the Free VIP Resource Library on the website (free registration required). These templates are normally exclusive to those who subscribe to the 401k Business in a Box Library (paid subscription program).

According to Sharon Pivirotto, “I took a page out of Envato’s playbook to allow advisors to test-drive some of the many templates added to the library each week, and to bring advisors back to the website since the templates are only available via the Library page and only for a limited time. Each template stays up for a week then access expires – unless you’ve joined the 401k Quarterback’s library subscription program – then you always have access to all the templates.”

Templates added today as the program kicks off includes: Free Social Media Graphics to Post in July, Free Social Media Content Calendar for July, and 20 Social Media Post Ideas – all from the recently released Social Media Posts in a Box Complete Kit.

The Social Media Posts in a Box Complete Kit is part of the 401k Business in a Box  – a document library that advisors can access with templates they can download, customize, and employ in their business. The library includes items such as: emails to send to plan sponsors, slide presentations, blog posts, lead generation funnels, fiduciary training for plan sponsors, point of sale brochures, social media graphics, turn-key service and compliance documents, and additional done-for-you documents that can save the advisor time and help them with their marketing and servicing of 401k plans.

To register for free access to the VIP Resource Library where the free Tuesday templates can be accessed, visit: 401kbestpractices.com/join-library

For details and to learn more about the 401k Business in a Box Library, the individual template kits, and full library access, visit: 401kbusinessinabox.com

About Sharon Pivirotto:  The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor. Sharon developed the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 in 2013. She now runs the 401kbestpractices.com website full time to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

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Press: 401k Business in a Box Released

by Sharon Pivirotto | Follow Me on Twitter Here

FOR IMMEDIATE RELEASE:
 March 27, 2020

CONTACT:
 Sharon Pivirotto
 Pivirotto Resource Group
 401kbestpractices.com
 412-440-8806
 info @ pivirottoresourcegroup.com

Pivirotto Resource Group Launches the 401k Business in a Box Template Library

A Sales and Service Template Library is Now Open for 401k Plan Advisors to Access

Pittsburgh, PA: Sharon Pivirotto, Owner of Pivirotto Resource Group and the 401kbestpractices.com blog has opened the 401k Business in a Box Template Library for 401k Plan Advisors. This product gives single and small-team advisors access to practice management resources that many advisors at larger firms already have access to.

According to Sharon Pivirotto, “There’s a gap in the market where the solo advisor or small office is trying to create their own marketing, sales, and service process documents and I wanted to help since I was that solo advisor myself for several years.”

The 401k Business in a Box is set of document template packages that advisors can download and customize and employ in their business. Each kit includes items like emails to send to plan sponsors, slide presentations, marketing material, social media graphics, and additional done-for-you documents that can save the advisor time and help them with their marketing and service plans.

For details about the 401k Business in a Box Library and to learn more, visit: 401kbusinessinabox.com

About Sharon Pivirotto:  The 401k Business in a Box was developed by Sharon Pivirotto, a former Edward Jones advisor. Sharon developed the Professional Plan Consultant Designation (PPC) and the 401k Service Solution toolkits back in 2005 (winning a PSCA Signature Award in 2008 for some of her document templates). Both were sold to fi360 in 2013. She now runs the 401kbestpractices.com website  to help financial advisors looking to specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k plan practice.

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Press: 2019 Marketing Effectiveness Survey

by Sharon Pivirotto | Follow Me on Twitter Here

FOR IMMEDIATE RELEASE:
 April 24, 2019

CONTACT:
 Sharon Pivirotto
 Pivirotto Resource Group
 401kbestpractices.com
 412-440-8806
 info @ pivirottoresourcegroup.com

Retirement Advisors Invited to Participate in the
2019 “Marketing Effectiveness Survey”

A 401k Marketing Survey is open to Retirement Plan Advisors with the results to be released by 401kbestpractices.com on May 8th

Pittsburgh, PA: Sharon Pivirotto, CEO of Pivirotto Resource Group and Owner of the 401kbestpractices.com website invites retirement advisors to participate in a short Marketing Effectiveness Survey. The survey analysis and results will be included in the 401k Plan Marketing Playbook, a free resource guide that helps retirement advisors identify effective marketing strategies for growing their retirement plan practice.

The “Marketing Effectiveness Survey” can be accessed on the 401k Best Practices website at https://www.401kbestpractices.com/2019survey.

By taking the survey, retirement advisors will receive a copy of the 401k Plan Marketing Playbook and survey results when it is released on May 8th, and be entered for a chance to win a $100 Amazon gift card which will be awarded when the survey closes on May 5th.

About 401kbestpractices.com:  The Marketing Effectiveness Survey is being conducted by Sharon Pivirotto at the 401kbestpractices.com website which was created to help financial advisors who specialize in the 401k market find strategies, best practices, and resources that will help them grow a successful and compliant 401k business.

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Press: ABC of WPA SECURE ACT Discussion

by Sharon Pivirotto | Follow Me on Twitter Here

FOR IMMEDIATE RELEASE:
 February 28, 2020

CONTACT:
 Sharon Pivirotto
ASPPA Benefits Council of Western PA
abcofwesternpa.org
412-440-8806

ASPPA Benefits Council (ABC) of Western PA Hosts Event for Pension Professionals

Registration is open for the March 26th Meeting Covering the SECURE Act

Pittsburgh, PA: ASPPA Benefits Council (ABC) of Western Pennsylvania announces the first CE session of 2020. Registration is open until March 20th and retirement plan sponsors and professionals are invited to attend.

Sponsored by Buck Global, LLC, Speaker Bob Kaplan will lead an interactive program that will review the major provisions of the SECURE Act and how they impact the design and administration of retirement plans, including a focus on the effective dates for provisions and timing of plan amendments.

He will also cover changes to the rules for safe harbor plan contributions, adoption dates for new plans, and the revised required minimum distribution date.

Also discussed will be the impact that Pooled Employer Plans (formerly known as OPEN MEPs) may have on the industry.

EVENT DETAILS:

Date: Thursday, March 26, 2020

Program Time: 11:00 a.m. – 1:00 p.m.

Onsite Registration/Lunch: Sign in at 10:15 a.m. Eastern Time. Lunch will be provided.

Location:
Buck Conference Center
11 Stanwix St, 1st Floor
Pittsburgh, PA  15222

Program Contact: Cynthia Hall

Continuing Education: Two (2) ASPPA, ERPA, JBEA Non-Core, as well NAPA Relevant Topic and NTSA Continuing Education credits available for this event. Approved as well 1.5 hours of PA CLE.

Meeting Fees:  ASPPA/NAPA/NTSA MEMBERS: $50, NON-MEMBER: $75

Get Connected & Get Ahead! Visit the ABC of Western PA website

RSVP by: Pre-Registration is required by March 20th – Click Here to Register

MEET THE SPEAKER: Bob Kaplan, Director of Technical Education for the American Retirement Association –  Bob in his role at the American Retirement Association, is the Subject Matter Expert for the content of the educational programs and is also a frequent speaker at industry conferences and on webcasts.

Bob is a former member of ASPPA’s Leadership Council and Co-Chair of the organization’s Government Affairs Committee. He is a former member of NIPA’s Board of Directors and the Board of Managers of the American Institute of Retirement Education.

In 2009, Bob was presented with NIPA’s Lifetime Achievement Award for contributions to the retirement industry. He has over 39 years of experience in the retirement industry including administration, consulting, sales and training.

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Click here for the PDF version of this Press Release.