A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.
Tag: retirement plan adviser
Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found.
By partnering with RPAG, Voya Financial Advisors wealth advisers will have an opportunity to grow their business in the 401(k) space.
These include model management, proposal generation, unified managed accounts, overlay models, online reporting and the consolidation of plan data.
Another 35% would consider doing so, according to Spectrem Group