Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

likeuplifting
Posting as :
works at
You are currently posting as works at

Do you only custody plans in NY?

No we are not limited to NY. Nationwide plans but usually work with local advisors. Would be happy to speak about working together remotely. Thanks for the response!

What is your company?

ADP

ADP is the platform and who you’re working for?

Correct. ADP is a full broker dealer acting as plan provider, third party administrator. We integrate the 401K with our payroll product but it can be sold as a standalone service.

That’s what was baffling me. I’m familiar with payroll, but not the 401k business side. I’d be open to chatting with you. Let’s chat tomorrow if you’ve got time. I’m in Alaska and am 4 hours earlier than you. I’m Robert Green. 907-299-6167.

Okay I'll give you a call tomorrow, keeping in mind the time difference. Have a good night!

Hi I would like to connect with you. I'm in NY/NJ 401k market space and would love to chat. Let me know ow how we can connect

You too. Thanks for taking the time. Almost morning for you in 45, but goodnight.

We have a sizeable retirement plan consulting practice and are always interested in partnering with the proper partners. Would be interested in discussing, let me know.

Does ADP act as trustee of their plans? Do you provide ERISA compliance support to plan sponsors?

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