Individuals receive the guidance they need for managing their retirement nest egg while advisors are able to offer an additional benefit to their clients.
(PRWEB) January 29, 2013
401K GPS, the innovative online service that provides guidance for individuals’ 401K plans, will debut its White Label program for advisors at the TD Ameritrade 2013 Institutional National Conference in San Diego, January 30-February 2.
The White Label program brings the power of 401K GPS to the advisory world. It allows Registered Investment Advisors (RIAs) to manage their clients’ 401Ks that they otherwise would be unable to manage, all while charging an advisory fee for it.
“401K GPS and its White Label program for advisors is a win-win for everyone,” said Bert Herzog, President of 401K GPS and Executive Wealth Management. “Individuals receive the guidance they need for managing their retirement nest egg while advisors are able to offer an additional benefit to their clients.”
401K GPS’s all-online solution provides a turn-key product for RIAs to utilize. A short online questionnaire and risk profile gathers information about the client. From the list of available 401K plan fund choices, a personalized asset allocation and fund recommendation allows a person to actively manage their work-sponsored retirement plan.
The White Label program addresses a void often found in an advisor’s relationship with their clients and allows advisors to stay close to those assets for potential future management due to retirement or job change. “The White Label program has made a huge impact on my practice,” said investment advisor Adam Kulesza. “I am able to capture more leads and provide a very valuable service to my clients that I did not have in the past.”
Based in the Detroit, Michigan suburb of Brighton, 401K GPS is part of Affinity Solutions through TD Ameritrade, a program TD Ameritrade created to provide value-add services to its advisors.
For additional information, attendees of the TD Ameritrade Institutional Conference in San Diego January 30-February 2 may stop by BOOTH 303 to learn more as well as register for a chance to win a Garmin GPS, Garmin Golf GPS, and a Garmin Running Watch GPS. You may also call Cody Wickham at 855-225-4986 or visit http://www.401KGPS.com