When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees
The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.
Client Service
Client Service
Client Service
Reconsider Your Practices for Improved Client Outcomes
Key changes and questions can go far when engaging with clients.
The Nuances of Conducting a Robust RFP
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
Client Service
15th Anniversary of RPAY: Greenspring Advisors
The practice believes that since so many advisory firms are acquired by aggregators, the personal attention it offers clients will come to be viewed as a precious commodity.
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
Client Service
15th Anniversary of RPAY: Atlanta Retirement Partners
While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.
Client Service
15th Anniversary of RPAY: Jania Stout
In the past few years, her practice has grown its assets by nearly $1 billion a year.
exclusives
Advisers Giving Back: The Barry Family
John Barry says giving back has always been important to his firm and his family, though the means of doing so have shifted over the years, from coaching youth sports to mentoring the first-ever rising class of female Eagle Scouts.
Client Service
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Client Service
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Client Service
Client Service
15th Anniversary of RPAY: Bukaty Companies Financial Services
Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
How to Get Participants More Engaged in Financial Wellness Programs
Access via several means is key, as is meeting people where they are.
exclusives
Advisers Giving Back: Gallagher and the Special Olympics
Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting difference in communities across the U.S. and the world.
Client Service
15th Anniversary of RPAY: Josh Ulmer
His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and the retirement outlook for participants.
exclusives
Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap
Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist at UBS, hopes to help improve financial literacy in the U.S.
Client Service
15th Anniversary of RPAY: 401k Advisors Intermountain
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
exclusives
Best Candidates for Annuities
Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.
Client Service
Common Mistakes Advisers Make That Should be Avoided
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
Client Service
15th Anniversary of RPAY: Capital Strategies Investment Group
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
Client Service
15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.