The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.
Key changes and questions can go far when engaging with clients.
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.
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.
While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.
In the past few years, her practice has grown its assets by nearly $1 billion a year.
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
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.
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.
Access via several means is key, as is meeting people where they are.
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.
The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a top priority.
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating promotional videos.