The 401kWire: 2008's Fifty Most Influential People In The 401(k) Industry

Charlie Epstein

33. Charlie Epstein

Founder, The 401k Coach

As more providers take advisors seriously and more plan sponsors demand sophistication from their plan consultants, it's not surprising that the advisors in the business, young and old, are looking for ways to set themselves apart from the pack. In such an environment, respected educators thrive, so it's no wonder that Charlie Epstein continues to be a wellknown face in the 401(k) industry.

Epstein and his team have trained over 400 advisors over the past half-decade, imparting wisdom on sales, marketing, compliance and more through their training program for the "intelligent 21st century 401(k) advisor". We're still on the upward slope of advisors' importance in the 401(k) industry, so expect Epstein and others like him to continue to win converts.

2007 Rank: 28