ING Program to Help Advisers, TPAs Build Businesses

ING’s U.S. Retirement Services business has unveiled a business-building program for advisers, consultants, and third-party administrators (TPA) for small- and mid-sized corporate retirement plans.

An ING news release said each part of the suite of practice-development tools and resources is accompanied by an actionable sales idea.

“It’s not enough anymore to give our distribution contacts access to research and innovation;  they now need something tangible to do with these resources to differentiate themselves in the market,” said Bill Elmslie, executive vice president of Intermediary Sales and Service for ING, in the announcement.

The resources focus on three categories: sales ideas and business-building tools; thought leadership; and behavior-changing technology and educational applications.

A Statement of Services available to send to clients can incorporate such details as the services they intend to provide and their philosophy relating to consulting, conversion and ongoing installation. Advisers may also include their industry experience and qualifications, and customize the statement with a firm logo and contact information.

The offering also includes a series of ING practice management seminars on topics such as Fiduciary Responsibility, Trends in Retirement Plan Administration, and projects from the ING Institute for Retirement Research.

The program also features a series of participant seminars, as well as a trio of retirement planning calculators:

  • helps calculate the total amount of money one needs to save by the time they retire;
  •  helps participants see where they stand in relation to others on a wide range of saving, spending, investing, debt and personal finance matters; and
  • My Retirement Outlook is a retirement and paycheck analysis tool that integrates traditional pension plan assets, Social Security benefits, and personal savings, and also identifies potential gaps in retirement funding.

More information is available at 866-481-3653, option 4.