NextSteps Section 4

Easily Win, Manage and Monetize 401(k) AUM

➤ Need A Proposal Now? Complete this form. (To request a comparison to an existing plan, click here.)

Your RIA Firm's Name

Your Name

First Name

Last Name

Title

Email Address

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Plan Sponsor Company Name (Not required)

Approximately how many plan participants will your client’s 401(k) plan have?

What is the value of your client’s current 401(k) plan, if offered?

For a more accurate quote, enter a more specific estimate of the plan's assets.

Which of our 4 most common RIA Partner Themes most closely describes the relationship you would like to have with your client and with ATLAS-RIA?

[THEME #1 ] Offer Your Clients - and Oversee via an Advisor Portal - a Cutting Edge 401(k) Plan with No Additional RIA Services Necessary

[THEME #2] Manage Individual 401(k) Brokerage-Window Accounts for Select Participants

[THEME #3] Offer Your Manage Portfolios as Plan Designated Investment Alternatives (DIA’s) to all Plan Participants

[THEME #4] Do it all, including Your Money Management, Plan Sponsor Consulting, Good Government Services, and More... You decide

Other: Tell Us What You Need.

When might your plan sponsor client start or transfer a 401(k) Plan?

Please share any additional considerations, such as improving service, reducing plan costs, availability of plan participant “Brokerage-Window” Accounts, or other priorities.