Two Plan TonyFind your next move

FOR ADVISORS READY TO BUILD

Two plans.
A bigger
playbook.

A small retirement-plan book can be the start of something serious. Bring better tools—and experienced TPA support—to what comes next.

Meet your new toolkit

Chat(k) · Search(k) · Bench(k) · Studio(k)

THE TWO PLAN TONY MINDSET01 / POSSIBILITY
TPT: two forest-green T’s and a gold P, each built from hundreds of tiny matching letters.

Small pieces.
Remarkable potential.

A closer look changes
what you see.
YOU BRING THE RELATIONSHIPS.BRING A NEW LEVEL OF CAPABILITY TO THEM.Scroll to explore

THE IDEA

Your plan count
isn’t your potential.

Maybe retirement plans have been a small part of your practice. A couple of clients. A few questions. An opportunity you haven’t fully pursued.

Two Plan Tony is the advisor who decides to lean in. With focused tools and the right support, the next conversation can be better researched, better prepared and more useful to the sponsor.

The difference is how you work from here.

YOUR NEXT MOVE, EQUIPPED

Four tools.
A different way to work.

Start with the job in front of you.
Choose a move to see where each tool fits.

CHAT(k) / RETIREMENT-PLAN RESEARCH

Walk into the question
with a place to start.

A sponsor asks something outside your everyday experience. Chat(k) gives you a focused starting point for retirement-plan research, grounded in IRS and DOL material.

THE ADVISOR’S ADVANTAGEGet oriented. Ask better follow-up questions. Bring the right issues to your TPA.

Explore Chat(k)
FROM QUESTION TO CONVERSATIONIllustrative workflow
A QUESTION TO START WITH

“What information should I gather before discussing a plan-design change with our TPA?”

01

Frame the questionPut the sponsor’s situation in context.

02

Explore the sourcesReview the relevant research and references.

03

Bring in your TPATurn a starting point into a plan-specific conversation.

A sample way to use Chat(k), not a generated answer or live chat.

Explore the tools at their product sites. Access is managed by each service.

Meet the Waivz suite

PUT THE PIECES TOGETHER

One conversation.
A stronger follow-through.

You don’t have to master everything at once.
Start with a real sponsor question.

  1. 01

    Get oriented.

    Research the question with Chat(k). Know what you need to clarify.

  2. 02

    Know the plan.

    Use Search(k) to bring public filing information into the conversation.

  3. 03

    Add context.

    Use Bench(k) to explore peer comparisons and prepare your questions.

  4. 04

    Leave something useful.

    Use Studio(k) to follow up with a clear, branded educational piece.

THE PEOPLE BEHIND THE PROGRESS

Better tools.
Experienced people.
Your relationships.

Technology helps you prepare. Experienced TPA support helps connect the research to the realities of a particular plan.

You remain the advisor who knows the sponsor, asks the questions and keeps the relationship moving forward.

You don’t have to build
the next chapter alone.

TWO IS A STARTING POINT.

What’s your next move?

Start with one tool. Put it to work in one conversation.
Build from there.

Find the right tool Explore Waivz