2015 PLANADVISER Practice Benchmarking Survey |
For retirement plan advisers to remain competitive, it is important that they gauge how their services and pricing measure up against those of their peers. The 2015 PLANADVISER Practice Benchmarking Survey, our ninth, gives invaluable insight into your industry competitors.
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The Retirement Planning Uncertainty Principle |
So contrary are the results to recent provider-sponsored and independent reporting that EBRI suggests the CPS results “raise doubts about the use of CPS data to assess current and future retirement plan coverage policies.”
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Would Providing SARs Really Help Participants? |
OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry professionals.
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10 Things You Might Have Missed from PANC 2015 |
What’s the best way to expand? A quick poll of panel attendees found 71% depend on referrals from strategic partners or other professionals to grow their businesses, 20% rely on referrals from clients, and 10% use cold calling.
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