401k Best Practices

Proven Strategies to Grow a Successful 401k Practice

[PDF DOWNLOAD] Investment Committee Starter Kit

by Sharon Pivirotto | Follow Me on Twitter Here

Download the Investment Committee Starter Kit Information on what plan sponsors need to know and do when setting up an Investment Committee (with sample committee templates) Helping your clients set up an investment committee to clearly define and document a process of plan oversight is an effective way to help them limit the liability associated with […]

The Growth Path vs. the Guru Path

by Sharon Pivirotto | Follow Me on Twitter Here

“…Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.” -Robert Frost There’s so much meaning in this famous Robert Frost poem.  I can’t help but think of it whenever I think about the future or make plans for the direction in which […]

10 Proven Strategies to Close More 401k Plan Business

by Sharon Pivirotto | Follow Me on Twitter Here

Building and managing a successful and compliant 401k practice takes a considerable amount of time, talent, effort, and resources. The following 10 strategies have been proven effective at helping you close more 401k plan business. 1. Specialize The retirement industry is complex. You need to receive specialized training, get at least one retirement credential and present yourself as a 401k specialist, not an […]

The Ugly Truth About Your Social Media Profile

by Sharon Pivirotto | Follow Me on Twitter Here

The good, the bad and the ugly truth (This post is in response to feedback from a previous post, so if it sounds like I’m repeating myself at the top here, it’s because I am since it bears repeating.) Let’s start with… The Ugly Truth Put your big boy pants on.  It’s time for a […]

How to Position Yourself Online as a 401k Specialist

by Sharon Pivirotto | Follow Me on Twitter Here

Google your name. Go ahead. I’ll wait… Then pull up your website, your LinkedIn profile and any other social media platforms where you have a presence and think about the following: What does your online presence say about you? What will plan sponsors think about your qualifications and professionalism when they visit your website or […]