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Join the 401k Business in a Box and Get Access to a Full Year's Worth of Done-for-You Templates

3 Membership Options to Choose From:



(Billed Annually)



(Monthly Payments of $197 each)
 Cancel any time after the first 12 months



One-Time Payment - Get all new kits for as long as your'e an active member - zero ongoing fees

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$1,997 every year
$197 every month
$3497 One Time
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Expiry Year:
Dynamically Updated
  • A Full Year of Content - All existing template kits and all new kits released over the next 12 month
  • The Winning Pitchbook in a Box Complete Kit - to help you have better sales conversations and increase your opportunity to close new plans
  • The Investment Committee in a Box Complete Kit - so you can help plan sponsors set up and run an effective committee - add more value to the plans you already manage, and even offer a new service or project work
  • The Best Practices Training in a Box Mini-Kit - to help you stand out as an educator and expert
  • ​Plan Compliance File in a Box Complete Kit - A marketing tool and a value-added service. Includes sample documents and a filing system to help plan sponsors get organized and demonstrate prudence
  • Prospect Drip Program in a Box - this is how you get your foot in the door and then stay in touch with leads until they have a need and are ready to meet with you
  • Plan Risk Assessment in a Box - which is a great prospecting and value -add tool to help plan sponsors understand gaps in their plan management process
  • ​Fiduciary Training in a Box - this is a more formal plan sponsor training workshop that you can deliver online or in person with an instructor guide, workbook, marketing material & more
  • ​Participant Education in a Box Complete Kit - a complete strategy for building customized employee education programs including participant polls, presentations, fact sheets, flyers, and more
  • ​1 on 1 Meetings in a Box - a new way to have more structured conversations with plan participants to help them understand the basic tenets of investing and buy into the strategy before you talk specific investments
  • Client Service in a Box Complete Kit - from onboarding to quarterly meetings- this complete kit includes everything you need to offer tremendous value to plan sponsor clients
  • ​Referral Marketing in a Box Complete Kit - a complete strategy and communications program that creates raving fans and generates referrals from existing clients 
  • ​Center of Influence Marketing in a Box Complete Kit - a strategy for connecting with and growing center of influence relationships that includes CPA Education that awards CPE credit which is of high value to accounting professionals
  • 12 Months of Strategy Calls - with each new kit that's released we'll talk about how to best use it in your business and share best practices across the private member group
  • ​​Private Members-Only Slack Group - giving you a direct line to Sharon to get questions answered any time you get stuck 

Secure Payment

All orders are through a very secure network. Your credit card information is never stored in any way. We respect your privacy...


How and when will I have access to the templates?
After the checkout process is complete, you'll be given access to log into the membership area where you'll be able to view and download all the digital files for all kits already loaded into the library. There are 3 full kits available immediately, then throughout the year you'll get access to additional templates and complete kits with emails, slides, handouts and more as they become available.

Can I share these files with the other advisors in my firm?
The subscription is meant for a single advisor office - or a small advisor office (up to 3 advisors in the same shared office space) and their personal plan sponsor clients only. If you are in a different situation, please contact me to discuss multi-user licensing options.
Why are you offering access at such a low price?
The main reason is I want to help as many 401k advisors who are just starting out as I can be able to have access to the tools and resources that actually make a positive impact at helping plan sponsors and participants and most advisors in growth mode don't have a whole lot of money to allocate to resources like this. Other reasons include: By helping more people, I get more feedback and insight into what's working and what else is needed; pricing has come down over the years (not that much of course, but a bit); economies of scale -by having more people in the program, the cost is spread out among each advisor, bringing the total cost down for everyone.
What if my compliance departments wants changes to the material?
Submitting material for use to your compliance department is an important part of running your own compliant practice ;-). Since the material is completely customizable, you have the ability to make whatever changes are requested. If you want to let me know what the changes are, I'd be happy to modify documents for you based on compliance recommendations for the benefit of all advisors that use the tools.
Will I be able to add my logo to the different files?
Yes - all of the files are completely customizable so you are free to edit them by adding your logo and contact information, changing the colors if you want, adding your disclosures, etc. You can even change the title of them, all the copy, use the complete kits as is or pull out individual pieces to present however you'd like.
How can I contact you if I need assistance?
You'll have a direct link to me. Once you checkout, you'll get access to a software program I use so if you message me, I get your message and can respond almost immediately (within reason of course). You'll also have my direct email address and number  - I'm here to help you be successful and I'm always happy to answer any questions and support you as you dig into the material and start using it in your business.


By purchasing a document kit from us, you are buying a special license that gives you permission to use our content in a variety of ways in your own business. This includes but is not limited to any content that’s part of the “401k Business in a Box” subscription toolkit.

Please review the license terms below, full site terms found here, and if you have any questions or if you’re unsure of something, please contact me.

What You Can Do with the Editable Documents:

You can sell (or give away at no cost) the content to your plan sponsor clients with personal use only rights.
You can edit the content, add to content, or just sell the content as is.
You can put your personal name and business name on the content.
You can add your business logo to it and change the document colors.
You can completely modify the content to edit the text, the titles, the order of it - it's completely editable.
You can use the content on your website, blog or in your newsletter.
You can bundle the content with your other paid programs and services.
You can use the content for creating a giveaway to grow your list.
You can use the content as a bonus to a paid product or service.
You can add the content to your existing client service models.
You can sell the content as part of project work to new clients.
This content can be used as inspiration to create audio or video files.
You may publish it offline as a free or paid workshop, class, program, product.
You can give the content away to your paid clients/customers/members.

What You Can NOT Do With The Content You Buy from Us:

Your customers or clients may not give away or sell the content after purchasing from you – if they would like to do so, they need to purchase the content directly from our website. (e.g. if you're a plan advisor - your plan sponsor clients can't give it away to other companies or sell it to others, and if your'e a wholesaler or provider, you can't give this to advisors to then sell or give away to their plan sponsors - that would require an enterprise license - contact me for more information)
You may not load the content up on Kindle as a book (that’s against Amazon’s terms of service and can get your account banned).
You may not sell the content through auction sites, dime sales/firesales.
You may not give away, transfer, or sell your license to this content.
You may not give away, transfer, or sell resell rights or master resell rights.
You may not transfer the rights you have to your customer.


There is a 14-day money-back guarantee on all products and programs offered.  If you are not completely satisfied, email me within 14 days of purchase for a full refund.  Due to the digital nature of the Content, and the fact that you'll have been able to download everything to your hard drive, I will ask that you destroy your hard drive and send pictures (kidding).  If you have questions, please contact me first and I’d be happy to give you a  tour, sample documents, answer any questions you have, etc. because I want this investment to be the best investment you ever made in your business and want to avoid refunds by 1) making sure you know exactly what you're getting and 2) overdeliver the value so you'd never in a million years want to give up the new resources you just invested in.
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