Tag: retirement plan adviser

Sponsors expect their advisers to be proactive and to push their plans to the next level.

Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.

In order to remain relevant, speakers said, the retirement plan industry must become more diverse.

A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.

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