The Networ(k) - Wealth Advisor Application

The Networ(k) is designed to unite Wealth Management and Employer Plan Specialists, placing business into the hands of true experts. This program fosters collaboration between financial professionals to better engage both plan sponsors and participants.


The goal is to capture rollover and private wealth business while leveraging the expertise of plan specialists. The desired outcome is that both plan and wealth minded professionals grow their revenue while ensuring clients receive the highest level of service.


Click this link for an overview of The Networ(k) program


For questions please email employerplans@osaic.com

Profile information

Client Management*

How do you provide wealth management services?

Please list your OSJ, RVP or direct supervisor

What percentage of your firms revenue is from wealth management business?

What services do you offer clients

Do you currently manage any employer plans? If yes, please state approximately how many plans, type, and total plan assets you're managing.

  • Look for a plan partner to help support your retirement plans
  • Looking for plan managers to engage your business owner and executive clients about their company retirement plan
  • Connect with plan advisors to engage participants in financial planning, income planning and other private wealth opportunities
  • Connect with Plan Advisors on rollover opportunities
  • Other/all?

Please explain any niche you have in the Wealth Management space. Do you work with a specific segment of clients such as doctors, attorneys, athletes? Is there a unique expertise you have or something out of the norm you excel at?

What else should those who are looking to work with you know? Ex: What is your proudest professional or personal achievement? What are your personal hobbies, favorite bands, foods, activities, travel destination, quote? Anything that will help make the right connection.