July 11, 2024
Use the K-12 Off-Season to Develop New Payroll Slot Prospects
Get your payroll slot plans started before the bell rings.
Guide employers and their employees towards successful retirement outcomes, leveraging the four plan types. This will enable you to grow your business and effectively serve the retirement needs of school districts, municipalities, and other employers.
National Life’s 403(b)/457(b) Plan Opportunities Tool enables you to look up plans by state, city, county, zip code, or specific plan name to determine if National Life is currently an approved provider within the plan OR if it is new plan opportunity that you can unlock!
We currently have 2,055 unique dormant employer plans waiting for you!
To access the tool, log into the Agent Portal. Under Sales & Marketing > Retirement Business > 403(b)/457(b) Plan Opportunities. Use this step-by-step guide for help accessing and navigating the tool. Once you have identified a plan’s status, consult National Life’s Employer Rules of Engagement for a framework of how you may engage with the plan.
Not sure where to start?
The National Center for Education Statistics (NCES) provides detailed information on every school district and individual school in the country. NCES provides district and school websites, number of employees, superintendent information, address, phone and more – a terrific resource to help you narrow your plan opportunities search!
Contact Retirement Services for more information on opening alternative plan types 866-243-7174 or retirementservices1@nationallife.com
Slot Bonus Program Details:
To participate, the Slot Bonus Request Form must be completed and submitted prior to submitting the first application.
- Slot Bonus Program Rules
- Slot Bonus Request Form
- Employer Information Form
- Please consult the Employer Rules of Engagement for a framework of how you may engage with payroll slots.
