Basic Capital: How Benefit & PEO Brokers Leverage 401(k) as a Competitive Advantage

​How Benefits & PEO Brokers Leverage a 401(k) as a Competitive Advantage

​Most brokers leave 401(k) on the table, either because it feels like someone else's lane, or because the revenue math isn't obvious. This session is for brokers who want to change that.

​We'll walk through how adding a 401(k) offering has actually changed win rates and retention for brokers already doing it: real numbers, not theory.

​You'll see a real (anonymized) deal where bundling 401(k) with benefits was the deciding factor in the RFP, and exactly what the client saw in the comparison. We'll also break down how compensation actually works on the 401(k) side, so the "what's in it for me" question gets answered directly instead of left hanging.

​Bring your toughest client objections... "they're happy with their current provider," "I don't want another vendor to manage" and we'll work through them live.

​You'll leave with a clear next step to tap a new low lift and no risk new stream of revenue.