Client Service

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.

Industry experts say delving into why a sponsor has a retirement plan can be very instructive for plan design and outcomes.

Key changes and questions can go far when engaging with clients.

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.