Built by retirement plan pros, for retirement plan pros.
Founded in 2005, the 401(k) Academy is a free resource for Investment Professionals prospecting, selling, marketing and servicing retirement plans, powered by Plan Design Consultants, a TPA firm administering plans since 1975.
Three things, one mission.
401kacademy.com
A continually updated library of plan-design ideas, vendor breakdowns, scripts, illustrations and forms, built specifically for advisors selling and servicing retirement plans.
Education & Retireholiks
In-person educational events plus our long-running web series Retireholiks: candid, fast-paced conversations on what is actually happening in the 401(k) industry.
A Group of Pros
A network of 401(k) professionals and partner firms ready to back your marketing, sales and servicing efforts. There are no dues, membership is free.
Real tools, not theory.
The Academy exists because helping employers navigate qualified retirement plans is hard, the rules keep changing, and advisors deserve better than generic carrier marketing. Everything here is field-tested.
- Case illustrations & census templates
- Compensation & fee benchmarking
- Sales scripts & email templates
- Plan-analysis request packages
- Compliance calendars & checklists
- Vendor comparison guidance
Plan Design Consultants, Inc.
A Third Party Administration firm based in San Mateo, California, with support from our recordkeeping partners across the industry.