Financial Advisors

Has anyone noticed that it is now extremely difficult to do three way calling with 401k custodians? Is this a recent change, and if so does someone have a good workaround?

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Yeah I do multiple calls a month. Haven’t had any issues.

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I love calls with them. It’s even better when they try to retain the client. Ahhhhh pump the brakes boss, just process the acat

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In what way is it difficult? You’re on the line with the client, client grants permission to the custodian for you to be on the call

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What’s changed ?

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Nope. 401k providers are getting more aggressive about keeping people, but a little heads up to the client and its smooth sailing.

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