Sales Assistance

Baden Retirement Plan Services assists financial advisors in maximizing their sales success with qualified defined contribution plans by:

• Accompanying the financial advisor to meetings with the employer/prospective plan sponsor to answer technical questions about setting up and operating a 401(k) or other type of tax qualified defined contribution plan
• Providing free illustrations for the financial advisor to share with the employer/prospective plan sponsor
• Providing transparent pricing information for our third party administration services to enhance the employer's/prospective plan sponsor's confidence in our full fee disclosure practices
• Providing platforms that support a multitude of fund choices

For more information, contact Tom Ackmann at (260) 969-2677 or use our Contact Us form to e-mail your inquiry.