401(k) Producer Services Attracts 200th Firm to Its Advisor Family Asset Consulting Group Expands Business With Robust Back-Office Platform
SOURCE:
Magnus & Co
2008-04-01 02:00:00
401(k) Producer Services Attracts 200th Firm to Its Advisor Family
Asset Consulting Group Expands Business With Robust Back-Office Platform
ALISO VIEJO, CA–( EMWNews – March 31, 2008) – 401(k) Producer Services, an affiliate of
401(k) Advisors, one of the largest, independent retirement plan consulting
firms in America, with $32 billion in collective assets under advisement,
announces today that it has reached a milestone in its growth as the 200th
advisor firm joins its organization, the Asset Consulting Group of Boise,
Idaho.
401(k) Producer Services offers retirement plan consultants, brokers and
advisors private access to a robust technology-driven platform packed with
specialized tools to support retirement plans, plan sponsors and
participants. In effect, it is a complete back-office service that includes
comprehensive investment research and analysis, RFP/benchmarking and fee
analysis, employee education and communication, and compliance
documentation and support.
Mr. Gary Barton, president of the Asset Consulting Group, explains, “We
studied 401(k) Producer Services’ program carefully, and determined the
tool set is substantially better than any available on the market. Plus, it
integrates seamlessly into an investment policy statement. After only a
month on the platform, we competed for the right to serve a large prospect
with a $60 million plan. We won. What separated us from others was the new
relationship with 401(k) Producer Services.”
With the 401(k) Producer Services platform, users are able to locally brand
retirement plan consulting solutions without investment in the costly
infrastructure to support such services. Reports and templates are quickly
customizable with individual firm logos and contact information, all of
which are archived in a password-protected web portal. Prospect
presentations, client newsletters and sample employee memos further save
advisors time and money, as well as standardize delivery of products.
About Asset Consulting Group
Founded in 1993, Asset Consulting Group specializes in the management of
401(k) plans for sponsors in the northwest region of the United States,
with emphasis on plans in the $1 million to $25 million market. Mr. Barton
is an Accredited Investment Fiduciary™, past president of the National
Institute of Pension Administrators. He and his team currently manage $150
million in assets under advisement.
About 401(k) Producer Services
Founded in 2004, 401(k) Producer Services enables its clients to build
revenue, and net worth of their businesses. Advisor members maintain
offices in 45 states across the country. For more information:
401(k) Producer Services
120 Vantis, Suite 400 * Aliso Viejo, CA 92656 * Main 949.460.9898 * Fax
949.460.9893
Contact: Carolyn Smith Magnus & Co. 626.695.9630 744.0711 carolyn@magnusco.com |
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