Client Service

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

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...

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

However, the majority would prefer to interact with a human adviser, as opposed to a robo adviser.

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...

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,...

Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired...

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...