Netchex’s NetAdvisor program protects your agency and arms you against PEOs and new competitors presenting consolidated solutions to your valued clients.
Combine your expertise with Netchex’s technology to put all of your clients’ data at your fingertips and give you the advantage needed to be successful. A NetAdvisor partnership makes retirement plan administration easier. We offer 360-degree integration which means data can seamlessly flow into your 401(k) plan for an intelligent, fully integrated solution.
BENEFITS OF BEING A NETCHEX NETADVISOR
Partnering with Netchex has proven to be a smart, strategic venture for our current associates. Advantages include:
Protection and retention of your current client base
Automated client compliance & filings
Visibility into client data to prevent outdated data
Added-value strengthens client relationships
CASE STUDY: JOSH GOMEZ, TRANSAMERICA WHOLESALER
Josh’s advisors are winning new business and protecting their current client base with Netchex’s integrated 401(k) payroll solution. The 360-dgree integration allowed Josh’s advisors to access plan information from anywhere, track participant changes all the way through to payroll, and stay compliant with ongoing census data.
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