Thank you for participating in the 2020 EXCEL 401(k) DIGITAL SERIES!


Thank you for sponsoring Excel 401(k) 2020. Our events cannot happen without your support, and we appreciate you.

You have likely seen many announcements canceling live events this year. They usually contain some version of the phrase, “we have made the difficult decision to cancel.”

For us, this was not a difficult decision. There is no other option available to us which puts our fellow humans first.

It is not reasonable to ask our attendees or our own team to travel, mingle among thousands of others in an indoor facility, venture out to crowded evening events where social distancing is not possible, and then return home to families and colleagues to potentially unintentionally and unknowingly contribute to this crisis. We cannot accept the risk of death of even one loved one. Getting our country’s health crisis under control will only happen if we all share the responsibility and make the right decisions. 


We are pleased to announce that along with our Exclusive Media Partner, 401(k) Specialist Magazine, we will deliver this year’s exceptional agenda content through a live & on-demand series, the 2020 Excel 401(k) Digital Series.

  • All scheduled sessions will be presented live, limited to one per day, from mid-September through November 2020.

  • There will be no registration fee charged to attend the live sessions or access recorded sessions.

  • All 2020 Excel 401(k) sponsors will be provided with complimentary sponsorship of the 2020 digital series.

  • Branding and promotion of the digital series will be through Advisor2X as well as 401(k) Specialist Magazine websites and marketing promotions.

  • All amounts paid will be credited to Excel 401(k) 2021 in Nashville, and you will not be charged the increased price for 2021 (your 2021 sponsorship is considered paid in full).

Registration Details

Sponsors & Partners are Encouraged to Register & Participate in the 2020 Digital Series. 

Registration is complimentary.

Event Promotion Materials

Social Media Templates

Below are some sample social graphics for the Digital Series. Click "Download Media Templates" to access all social templates.

Twitter Option 1.png
Email Footer - Option 2.png
Email Footer - Option 1.png
LinkedIn - Option 2.png
Facebook Option 2.png
Facebook - Option 1.png

Marketing Text/Email Marketing Templates

Sample Text

No mask. No middle seat. No social distancing.

Nearly 70 sessions created by an all-advisor steering committee.

Register once for access to the entire series. Watch sessions live (one per day) or access the on-demand recordings at your convenience.

And best of all…it’s all complimentary

Full Registration List

By downloading the registration list, you agree 1) not to share, loan, distribute or sell the list to any other party, including any partners, vendors, or commonly held companies 2) not to send more than five (5) total emails promoting the EXCEL 401(K) DIGITAL SERIES or any of its sessions during the duration of the virtual event or the immediate preceding weeks and 3) to follow all federal and state laws regarding email usage. 

Use the password provided to access report. 

Email to request access.

Report Download Instructions 

Select the menu, download as a CSV.