This week on Office Hours, Steve Drost and Will Kaplan dive into best practices for managing 401k plans in Quivr CRM. Whether you’re working with a single plan or multiple business owner clients, learn how to structure your households, track plan participants, and keep your data organized.

In this episode, you’ll discover:

✨ How to decide if a 401k plan should be its own household or part of a client’s household

✨ Tips for tracking plan participants without cluttering your CRM

✨ Different approaches depending on your firm’s focus and volume of plans

✨ Ways Quivr helps you stay organized while supporting business owner clients

Whether you’re new to Quivr or a seasoned user, join us to see how to handle 401k plans efficiently and effectively.