For Advisors
OneSeven Advisors Offering
OneSeven Advisors Offering
Offering 401(k) plans is a game-changer for financial advisors
Our MGO Road to Wealth Process
Continuous Growth
- 401(k) plans experience continuous growth as participants consistently contribute funds to their retirement plans. Certain plans may include an extra employer match, further enhancing the plan’s growth.
Increased AUM
- Managing 401(k) plans adds to the overall AUM for financial advisors, expanding the scope of their portfolio. This not only boosts the advisor’s revenue but also enhances their standing within the financial industry.
Access to NEW Clients
- Many 401(k) participants do not have a financial advisor. Advisors gain access to all of the participants in a plan whereby they can offer additional services such as wealth management, insurance, financial planning, and IRA rollovers.
Competitive Advantage
- Many individuals prefer to have all of their assets under the same roof. That means that offering services such as 401(k) plans will help set you apart from advisors who focus solely on individual investments.
Expand Your Business with MGO
If you had the chance to connect with 50 potential wealth clients—most of whom do not have a
financial advisor—would you take it?
We provide you with curated lists of retirement plans in your area, along with the support,
guidance, and tools necessary to secure and manage them. With MGO handling the heavy
lifting, expanding your business through 401(k) plans has never been easier.
Take advantage of this opportunity to increase your revenue with minimal additional effort—let’s
grow together!
What is stopping you from offering 401(k) services?
| Your “Problem” | Our Solution |
|---|---|
|
Advisor has little knowledge of 401(k) plans |
MGO offers you the support, guidance,
knowledge, and materials to help
you every step of the way. |
|
Advisor is not comfortable discussing
planning opportunities |
MGO can assist with client discovery and
proposals meetings. |
|
Advisor has not partnered with a good TPA
firm to help sell and do proposals. |
MGO specializes in plan design and creates
custom proposals for all
clients. |
|
Advisors don’t think they have the time to
devote to 401(k) plans. |
MGO can handle as much of the plan
obligations as needed. |
|
Advisors aren’t comfortable picking the core
menu. |
MGO can pick and monitor the core fund
menu. |
|
Advisor has fiduciary concerns. |
MGO can act as the 3(38) fiduciary. |
