On June 7th, Vestwell, an advisor-centric retirement plan provider, and 3D/L Capital Management, a retirement plan investment fiduciary, shared their insights and resources for leveraging the small plan market. If you weren’t able to attend the live webinar, we have the recording for you! In addition, see below for resources to help you with the overall process.
- Recorded Webinar
This recording is hosted by our partners, Vestwell, an advisor-centric retirement plan provider, and 3D/L Capital Management, a retirement plan investment fiduciary. You’ll learn:- Why and how advisors should leverage the small plan opportunityHow significant regulatory and seasonal tailwinds facilitate the growth of your business
- How the 3 D/L and Vestwell solution may fit into your practice
- Retirement Plan Business in a 3D World
This process overview takes you through the Propose, Engage, Execute, and Perform phases of small plan sales. - Fact Finder for Retirement Plans
Not sure what information to gather? 3D’s Fact Finder for Retirement Plans provides a simple fact finder to help you start the conversation with 3D’s expertise behind you. - Pricing
View pricing options from Vestwell. - Sales Map
Contact and proposal support information
If you are interested in expanding your current small plan market or are just getting started, take advantage of the expertise and resources 3D/L and Vestwell offer.
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