Tag: retirement plan participant advice

The firm is also extending its personalized retirement advice program to all plan clients.

Financial advisers can help part-time employees who will be newly eligible for retirement plans under the SECURE Act get familiar with savings concepts.

Advisers discussed their strategies for reaching retirement plan participants, the technology they use and the pros and cons of the new virtual environment.

Consultations with retirement plan participants it serves will address retirement plan account questions as well as broader personal financial issues.

Services include a personalized financial planning experience for employees and an extension of high-quality institutional investment management for all the household’s accounts.

Employers are offering this assistance in a variety of ways, including managed accounts, target-date funds and investment advice, according to PSCA.

The parties report they have resolved the case, and the judge dismissed the action with prejudice—meaning another complaint cannot be filed.

Many plan providers are squandering their chance to serve as long-term consultants to a potentially lucrative client cohort by not upscaling their offerings to meet its demands, Cerulli says.