Five Tried-and-True Ways to Find 401(k) Plan Prospects | Capital Group



Five Tried-and-True Ways to Find 401(k) Plan Prospects

Would you like to help more investors retire with dignity? Advising 401(k) plans gives you greater opportunities to serve more clients and expand your practice. Please join us as American Funds retirement specialists review five simple techniques for identifying and qualifying 401(k) prospects.

Thursday, May. 31, 2018
20 minutes

Featured Speakers

Tom Warren Advisor Education Specialist
Andy Strandquist Retirement Plan Counselor

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.