The Networ(k) - Plan Specialist 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 specialists in

two key areas, allowing them to grow their businesses while ensuring clients receive the highest level of service.



This application will be reviewed for inclusion in The Networ(k) by the Employer Plan Sales and Supervision teams.


For questions, please email employerplans@osaic.com

Profile information

Are you an RPAG Member*

How many in your firm support employer plan business (include producers and support staff)

Who is your first-line supervisor (OSJ, Internal at Osaic, etc)

Plan Specifics

Select as many as applicable

Tell us more about yourself

Are you joining the network to

  • Look for a wealth partner to help support your participants
  • Looking for wealth managers who need support with their plan book
  • Look for other plan advisors to help with other employer plan types
  • Other/all?

Please detail:

Please explain any niche you have in the Employer Plan 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.

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