Program Founder
The 401k Coach Program supports 401(k) institutions, wholesalers, advisors and their staff in building and refining their practice so that plan sponsors and participants achieve successful retirement outcomes.
Since 2002, The 401k Coach Program has been offering expert training to develop the skills, systems, and processes necessary to excel in the 401(k) industry. The unique learning environment of The 401k Coach Program provides industry professionals the opportunity to network and exchange ideas. Members and graduates of our programs return to their practice with actionable ideas and processes to grow their business and efficiently manage the responsibilities of being an entrepreneur in this ever-changing industry.
For the past four years, 401k Wire has named The 401k Coach Program founder Charles D. Epstein, CLU, ChFC, AIF, as one of the Top 100 Most Influential Individuals in the 401(k) Industry. His success in the retirement plan industry as both a registered investment advisor and industry transformer have guided the evolution of The 401k Coach Program. Through the unique interactive curriculum, he shares his expertise and experience in creating exceptional client relationships, nurturing strategic alliances and developing systemized processes to deliver unique client experiences.
Charlie has over 30 years of experience in the financial services arena. He is the principal of Epstein Financial Group, LLC and Epstein Financial Services, an independent RIA. These companies provide corporate retirement plan consulting, as well as wealth management services to business owners, professionals, and individual plan participants.
His unique products and capabilities include; The 401k Coach Retirement Plan Solution™, The Wealthcare Manual™, The 5500 & Beyond™, The Position Marketing System™, The ERISA Plan Fiduciary Indemnification System™, The Bear Market Manager™ and The Paychecks for Life System™.
Charlie has been featured in The Creative Destruction series and in the book, Unique Process Advisors, both by Dan Sullivan, The Strategic Coach (strategiccoach.com).
The 401k Coach Program will challenge the conventional wisdom of veteran 401(k) advisors, as well as rookies to the business. To learn more about The 401k Coach Year One, Year Two and Master’s Programs, please visit The401kCoach.com.
