401(k)ollege

About 401(k)ollege

401(k)ollege is a premier business development resource to support you in growing a healthy retirement plan practice. Offering a wealth of educational opportunities and resources, 401(k)ollege provides:

  • Educational Workshops
  • Retirement and Investment Insights
  • Actionable Business Building Tools
  • Plan Sponsor and Participant Resources

To participate in a course workshop or have a one-on-one consultation on the curriculum, please contact a Nuveen Retirement Plan Consultant at 888.713.9105 or send us an email.

For sale ideas and business development tools, visit our retirement resources center.

Course Curriculum

1O1

 
Fundamentals of the Retirement Plan Business
Influencing Developments in the Marketplace
Elements of a Business Plan
Effectively Communicating Your Value
Preparing for the First Meeting
Forn 5500
Be prepared for your plan sponsor prospect meetings by leveraging  A Dozen Conversation Starters Using Form 5500.

2O1

 
The Regulatory Landscape of Retirement Plans
Prospecting and Marketing Strategies
Elements of Team Leadership
Implementing an Effective Service Model
The Retirement Advisor University Primer Series
Client advis
Implementing a Client Advisory Board can be a simple and effective tool to ensure your practice stays in front of the competition. Access the  5 Steps to Build an Effective Client Advisory Board.

3O1

 
The Economics of Plan Profitability
Refining Your Business Model through Case Analysis
Kalculator
Access the Plan Profit (k)alculator to analyze your plan profitability in 4 steps:
  1. Add the current or prospective plan’s assets
  2. Calculate the potential revenue drivers for the plan
  3. Input your support costs for the service model employed
  4. Generate your profitability analysis and review potential strategies to enhance the plan health and overall profitability