Resources for Retirement Plan Advisors
Practical guides on selling, buying and transitioning 401(k) and 403(b) advisory practices.
How to Sell a Retirement Plan Practice
Selling a book of 401(k) and 403(b) plans is different from selling a wealth management practice. Here is how the process usually unfolds, from first decision to the last plan transitioned.
What Transfers When a 401(k) Book Changes Hands
A retirement plan book is a set of relationships, agreements and recordkeeper records. Here is what has to move, and what a buyer and seller need to line up.
Preparing a Retirement Plan Book for Sale
The work you do before you talk to buyers shapes the whole sale. These ten steps make a retirement plan practice easier to understand and easier to transition.
What Buyers Look for in a Retirement Plan Book
Whether you are selling or acquiring, it helps to know what buyers of retirement plan practices tend to focus on. These are the factors that come up most often.
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