- Acquisition – uniform process built on benchmarking and sales analytics
- Helping advisors transition from a sale to a consultative conversation
- Conversion – participant education and enrollment resources, measurable effectiveness based on outcomes
- Management — Uniform required disclosure, Document Vault, Task driven workflow, auto-reminders, Responsibility tracking
- Completion reporting and Tools
- Rollover -Compliant Path
Biography
Karen Benewith, QKA, QPFC, AIF®, Vice President of Sales – Western Region at Professional Capital LLC has more than 20 years’ experience in management, operations, client service, business development and consulting in a number of industries, and worked in the financial services and retirement plan industries for the over six years as a retirement consultant for Schwab. A native of Boston, she currently resides in Arizona and holds FINRA Series 7, 66 and 9/10 securities licenses. She has also earned the Qualified 401k Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations from the American Society of Pension Professionals and Actuaries (ASPPA) as well as the Accredited Investment Fiduciary (AIF®) designation from fi360.