Using Plan Data to Improve Features and Operations
In addition to facilitating administrative and fiduciary functions, retirement plan data can help plan administrators decide on value-added plan features and services.
Tag: Recordkeeping
sales champ
More Than Middle Men
Partnering with providers to increase your value proposition to clients
sales champ
Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
intro
The More Things Change
As fond as I am of the phrase "the more things change, the more they stay the same," I sometimes question its applicability to the retirement plan space.
fiduciary fitness
Hidden in Plain Sight?
The DoL sets its sights on disclosures from service providers