t
the 401k coach program
United States
Founded in
2002 (24 Years)
Founded
Last online: No recent activity
TrustScore unavailableNot enough score to display the trend.
Be the first to rate and review this company.
OVERALL SCORE
Others
--/10
Reviews
--/90
0 reviews
Provided by TrustFinance
TrustScore unavailableNot enough score to display the trend.
Be the first to rate and review this company.
Security Information
Warning
This company is currently Unproved.
Please be cautious of the potential risks!
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know the 401k coach program
Company Information
Get to know the 401k coach program
The 401k Coach Program provides comprehensive training, tools, and resources for financial advisors who specialize in or want to build a practice around 401(k) and other qualified retirement plans. Established to elevate the expertise of advisors, the program offers the prestigious C(k)P® (Certified 401(k) Professional) Designation in conjunction with UCLA Anderson School of Management Executive Education. It operates as part of the Retirement Plan Advisory Group (RPAG), which is a division of NFP, a major insurance broker and consultant. The program's mission is to equip advisors with the necessary skills in fiduciary responsibility, plan design, investment management, and practice management to better serve their clients.
Industry
- Financial Financial AdvisementPRIMARY
- Financial Other Service
Contact
-
-
-
-
Social
Company hasn't updated its information.
Reviews
Social Scout
See what Social Scout found of the 401k coach program
Provided by TrustFinance AI Analysis
Reviews
Total 0
Filter
5 Star
0%
4 Star
0%
3 Star
0%
2 Star
0%
1 Star
0%
Sort by
