Professional client education for your 401(k), SIMPLE-IRA, and SEP-IRA plan sponsors — without adding event management staff
Explore Partnership OpportunityYour boutique advisory practice in Mount Pleasant, South Carolina operates with remarkable efficiency — Shannon Sutherland manages the entire client advisory function while delivering customized participant education programs across multiple plan sponsor relationships. This single-advisor model creates the kind of capacity constraints that limit how many professional education sessions you can offer to your growing client base.
Your current tech stack includes FMG Suite for content management and Google Analytics for tracking, but participant education events require a different kind of infrastructure. Plan sponsors using your 401(k), SIMPLE-IRA, and SEP-IRA services expect professional, branded experiences that reflect their company identity — not generic webinar platforms that fail compliance reviews.
We connected with your team at 2026 WBENC National Conference in Salt Lake City because EventBuilder serves as white-label event infrastructure for advisory practices exactly like yours. As a fellow women-owned, WBENC-certified business, we understand the procurement advantages and partnership opportunities that come from working within the certified supplier ecosystem.
Running Simple Impact Retirement Plans' entire advisory practice while delivering customized participant education programs across multiple plan sponsor clients. The single-advisor model creates capacity constraints that limit professional education session offerings to your growing client base.
We serve as white-label event infrastructure with branded registration, professional production, and compliance reporting, multiplying your delivery capacity without adding staff — same model we use to support 500+ sessions monthly for Microsoft teams.
Companies using Simple Impact Retirement Plans' 401(k), SIMPLE-IRA, and SEP-IRA services need professional participant education that reflects their company brand and meets ERISA fiduciary documentation requirements. Generic webinars don't satisfy compliance or brand standards.
Teams-native sessions with custom branding, attendance tracking, and automated compliance documentation that satisfies ERISA requirements. Our ISO 27001/27701 certification meets financial services compliance requirements out of the box.
HR teams at Simple Impact Retirement Plans' client companies need employee education sessions that integrate with their Microsoft 365 environment and provide clean attendance data for compliance reporting. They can't manage additional platforms or security reviews.
We extend Microsoft Teams with advanced registration workflows and automated reporting, staying inside the IT-approved environment while delivering enterprise-grade functionality. Microsoft Preferred Supplier status eliminates security reviews.
Delivered 400+ events reaching 180,000 registrants while their team focused on content strategy and program outcomes rather than event logistics.
Chosen over competitive alternatives in a Microsoft-committed organization evaluation for streamlined event creation and management processes.
Built and delivered Microsoft's first virtual Customer Advisory Board summit with seamless, professionally produced, secure virtual environment that maintained the prestige of the executive program.
Built inside Microsoft Teams and Town Hall, not bolted on. No new tenant, no second security review, nothing new for participants to learn. Perfect for plan sponsors already running Microsoft 365.
Real humans own the outcome. We plan the program with you, build the registration, run speaker rehearsals, moderate live events, and deliver post-event reporting with 24/5 coverage.
As a women-owned, WBENC/OMWBE/WOSB/SBA-certified supplier, we open procurement and supplier-diversity paths that large generalist vendors cannot offer your corporate clients.
ISO/IEC 27001 and 27701 certified, SSPA Green, Microsoft Preferred Supplier status. Financial services compliance requirements met out of the box.
30-minute call: How we multiply advisory practice capacity without adding event management staff