Client Service

Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.

DCIIA has published a new glossary on esoteric retirement income terms that advisers may not have heard of.

Educating participants about the importance of remaining committed to retirement savings and of the value of consolidating accounts is a good place to start, experts say.

Speakers at the virtual PLANSPONSOR 2021 HSA Conference touted the benefits of health savings accounts and explained what HSA rules plan sponsors should know.

Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses.

Since being named the 2018 PLANSPONSOR Mega Team Retirement Plan Adviser of the Year, the practice’s assets under advisement have doubled.

Lander says her practice, Renaissance Benefit Advisors Group, thoroughly enjoys its independence.

In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity for business development.