{ "media_type": "text", "post_content": "I have an opportunity to take over the 401k at my credit union and was thinking about getting this as it seems like it could be done pretty quickly and may pay dividends in the future. ", "post_id": "59b79c5976f540642b0e1b71", "reply_count": 4, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

I have an opportunity to take over the 401k at my credit union and was thinking about getting this as it seems like it could be done pretty quickly and may pay dividends in the future.

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As in, he just wanted the CFP on his card and nothing else or he only wanted to focus on personal biz vs. plans?

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I have AIF and it's good for 401k biz. Easy to get and fi360 has some good tools also.

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I have an RIA who had it - but then he dropped it. Didn't want to dilute his CFP mark.

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Not sure, but a lot of b/ds are requiring it if you're doing 401K business for a fee (as opposed to 12b-1s). Either the AIF or maybe the CRPS I think.

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