401kExperts 025: How to Scale Your 401k Business with Segmented Service Models

14/07/2022 6 min

Listen "401kExperts 025: How to Scale Your 401k Business with Segmented Service Models"

Episode Synopsis

#25 - In this episode, I'm sharing (the cliff-notes version of a full training video covering...)what your service model needs for every plan, and how to put a system in place to manage the small plans and the big plans, from 2 plans up to 200 plans.