Ready Go! 401(k)
Ready Go! is a simplified solution to increase your retirement plan assets under management. Let our technology and dedicated team of experts help you efficiently and cost effectively add to your portfolio of retirement plan assets.
As an advisor, are you managing your share of the $4.2 trillion in 401(k) plan assets? Even if you are not a specialist in this area, by accessing the team of experts that Mid Atlantic has assembled, you can effectively compete in this marketplace! You get the freedom to manage client relationships while the Ready Go! team handles the details – from the front end through the entire client experience.
Simplify Prospecting and Selling
Partner with the Ready Go! team of retirement plan experts for:
- Prospecting assistance, pre-sales consulting, plan consulting and assistance with meetings
- Customized, professionally designed proposals
- Fiduciary tools and/or outsourcing to save you time and money, and mitigate liability
- Diversified fund lineups and models through ModelxChange®
- Comprehensive participant services and support
- Single point of contact
- Straightforward costs
- Simple solution to share with existing clients
Get Started with Ready Go!
Simply contact the Ready Go! team to get started. We will tailor our support to your needs and requirements, starting with a business prospecting and development plan. From there as client prospects are identified, the Ready Go! team will prepare a customized proposal under your direction, including plan design recommendations and an investment policy statement tailored to each client’s needs and preferences. Next, a proposed investment menu is created, and the client presentation is ready to go. The Ready Go! team stays with you to assist in client presentations and through the setup and implementation process, including plan participant education and enrollment.
To learn more about the features and benefits to our affiliated advisors and their clients of Ready Go!, simply contact your Ready Go! team. We will be happy to give you a complete presentation of Ready Go! capabilities along with a tour of the Ready Go! technology available to you through the dedicated Ready Go! website.