According to a press release, the additions include:
- Securian Insight Executive Summary—includes a current plan snapshot that shows participation and contribution rates, plan cash flow, investment data, and retirement industry and regulatory updates. Advisers can download the information, personalize the reports for clients, and add their own contact information on the cover.
- Investment resources—includes quarterly commentaries and investment company updates prepared by Securian’s Due Diligence Committee as well as a sample investment policy statement.
- Fiduciary Focus—includes checklists and explanations of fiduciary duties and critical tasks. Additionally, the Knowledge Center Library has been expanded to include more support for new sales and help with existing clients.
- Securian Insight, a more comprehensive report generally available to plans with more than $3 million in assets, is also available via a Securian service representative, the company said. Securian Insight is an in-depth annual report that provides administrative and investment information along with retirement-related legislative updates, current economic information, and a compliance summary.
Advisers can register at www.SecurianRetirementCenter.com.