Partners

Since 2002, The 401k Coach Program has been developing curriculum for retirement plan professionals to build and refine their practice. We organize our sessions to actively engage and energize you. At most conferences and seminars someone stands in front of the room and presents to you with little or no connection. Not at The 401k Coach Program. Our unique and motivational learning environment provides the opportunity for you to create and practice new concepts and strategies while networking and exchanging ideas with your peers.

We understand that experienced 401(k) advisors know the industry and realize the importance of helping plan sponsors with complicated fiduciary decisions and want to see participants retire with dignity. Together, we build a series of fun and collaborative campaigns that explain why and how partnership with a retirement plan expert will improve the industry, the company's plan, and ultimately the plan participant experience.

Rekon Intelligence helps financial advisors and RIAs build better practices by leveraging the resources of providers. Our events bring the best education, speakers, and value-add resources to 90+ locations across the country. Rekon Event Management offers total event outsourcing for financial service providers. We allow you to spend more time meeting with clients and prospects and less time planning and managing events.

The PT Services Group is committed to helping you open the doors to new prospects and new business. While the methodology and expertise behind our appointment setting, business intelligence, and data collection programs are powerful tools, the secret to their effectiveness is the people using them. We are owned, operated, and staffed by professionals with expert knowledge of the financial services and insurance industries.