Register your copy
We’ve Got Your Back Office
You got the book. Now put it to work. Register your copy to join the Advisor Growth Program and, if you like, send us one plan for a free Tier 1 review.
- Free Tier 1 review: send a plan name and EIN. We review the public Form 5500 data and brief you before anyone talks to the sponsor.
- Advisor Growth Program: tell us the market you want to grow in, and we’ll build a focused prospect list with you.
- A partner behind you: Admin316 serves as the plan’s §402(a) Named Fiduciary and §3(16) Plan Administrator under written appointment. The administrative work comes off your desk, and you keep the relationship.
Who we work with: active professionals already serving retirement plans, meaning practicing plan advisors and the CPAs who work with them. We are not a training program or a lead source for people trying to break into the 401(k) business.
Nothing in the book or this program guarantees leads, appointments, new clients, fee reductions or plan outcomes. General information only; not legal, tax or investment advice.
