401k Service Support Workshop Endorsements

What Workshop Attendees are Saying about The 401k Service Support Workshop for PPC™ Designee Administrative Support Personnel

Read the complete Workshop Evaluation Summary.

“This is a great learning tool. It lets you understand the whole reason for the program, the benefits it produces for your 401(k) clients, and the ease of the implementation. It brings the whole package together. I thought that it was handled extremely well, lots of info that each of us could understand."

- Carol A. Nesky
PrimeSOLUTIONS Advisors, LLC

"From what I have seen, the entire program itself is wonderful. However, I think it is important that the PPC receive at least a taste of this training. They need to be aware of the processes to produce the materials....I think that for the admin person and the PPC, it is important to understand the processes. By going through the class, you will be able to utilize the program to its full extent."

- Farrell Maginnis

"It's a wonderful program that you have developed and we are all very excited to make use of everything. Clients are already responding well. Thank you for everything, Sharon."

- Jackie Gugliuzza

"The class was very useful in explaining how to utilize the tools from the PPC course books. The 401k Service Support Training Workshop gave me valuable tools which I can use to better serve our prospects, clients, and my PPC.

- Bobbie Fass

"If you take the PPC course, you need this in order to manage someone. It also gives you an idea of the "possibles" from the standpoint of personalizing the PPC material to your own process or packaging approach."

- John M. Burton, CLU®, ChFC®, AIF®, PPC™
Retirement Plan Specialist
Northwestern Mutual Financial Network

"I think all assistants and PPCs should take this class. It opens the doors and helps understand how things go together."

- Angela Ricciuti

"This course was extremely helpful in understanding the workings for the 401k Service Solution. Sharon provided great insight for each step. I particularly enjoyed the small class size and the freedom to ask questions and receive feedback. It was a hands-on method to really start understanding how to use and customize the Service Solution tool. Thanks for the great day!"

"This training workshop is step 2 to the 401k Service Training Program in my opinion. This workshop has great value for both the administrative support creating the actual summaries, as well as for the PPCs to refresh and simplify how to use the tools to better provide direction to the support staff involved in implementing the tools. Great program!"

"This workshop was presented in a very logical, practical step-by-step approach. The amount of time spent on each step was just right, and the materials we received were comprehensive and complete. Overall, the workshop gave me a better understanding of the whole process, as well as helping me with the administrative function. I think everyone who works with the program should attend."

"I thought the class and the material were excellent. Attending just for the handouts was well worth the time."