Service Models Breakdown – Part 1
Learning Objective: Understand what’s included in Solo 401(k), Pathfinder, Guidance, and Navigator service models and who they’re best suited for.
Video: CSA Service Models (1–4)
📌 Key Topics Covered:
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Overview of Solo 401(k), Pathfinder, Guidance, and Navigator.
- Key services provided in each lane.
- Target client types for each model.
Knowledge Check
What’s the difference between Pathfinder and Guidance?
Which service model would fit a new solo practitioner?
Service Models Breakdown – Part 2 & Fiduciary Status
Learning Objective: Understand the advanced service models and fiduciary responsibilities in the CSA.
Video: CSA Service Models (5–8) & Fiduciary Roles
📌 Key Topics Covered:
- Overview of Turbo Charge, Auto Pilot, Chauffeur, and P.A.M. Chauffeur models.
- Differences in administrative depth and oversight.
- MAP’s fiduciary status under each service model (non-fiduciary in most; 3(16) fiduciary under Chauffeur/P.A.M. Chauffeur).
Knowledge Check
Under which service models does MAP assume fiduciary responsibility?
What should employees do if a client misunderstands their fiduciary role?
Payroll Support Services
Learning Objective: Clarify the difference between levels of payroll monitoring and execution services.
Video: CSA Payroll Support Tiers
📌 Key Topics Covered:
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Explanation of Watchguard, Oversight, and Guardian.
- How support tiers vary in involvement, responsibility, and execution.
- Best practices for explaining payroll support to clients.
Knowledge Check
What’s the difference between Oversight and Guardian?
Which payroll support tier includes execution?