OasisLMS

1. Earn NAPFA CE by viewing the recording under the NAPFA CE Course.
2. Next, complete the optional CFP^® CE Quiz/IAR CE Quiz to earn the CFP^® CE as needed and be able to request IAR CE.
3. Finally, if you need IAR CE in the Products & Practice requirement, complete the IAR CE Request survey as needed AND answer "Yes" to the quiz question.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Navigate the critical decision of whether to incorporate 401(k) plan services into your practice or partner with retirement specialists. This session will equip you with essential knowledge of retirement plan options, vendor relationships, and a tested service delivery framework to make the right strategic choice for your business and clients.

1. Understand the high-level differences between popular retirement plan options for businesses (401(k), SIMPLE, SEP).
2. Describe the various vendor roles, responsibilities, and timeline with starting or taking over a 401(k) plan.
3. Review a sample advisor service model to determine if this service should be added to your practice.

Ryan McPhetridge is the Founder and President of EverKey Financial where he provides comprehensive retirement plan consulting services to small and mid-sized businesses. His time-tested “Six EverKeys” process supports business owners and HR professionals in designing retirement plans that fit their goals and adapt as they evolve. His clients rest easy knowing Ryan is working by their side while also looking over the horizon to help avoid issues that could take their eyes off their business.

Ryan’s passion is serving others, having worked in the service industry in various forms since he was 16. He founded EverKey Financial in 2023 after 17 years specializing in retirement consulting at a regional bank, an insurance company, and a boutique investment firm.