The Standard’s research shows that only 33 percent of employees are confident about their level of retirement readiness. Adding automatic features to your retirement plan can help improve retirement outcomes.
Employees would welcome professional help as they plan for retirement, research shows.
Business discussion
Retirement plan fees continue to be a hot topic within the industry. Further, there is some debate about price versus quality. Which actually drives better retirement outcomes for employees?
Man asking questions during a meeting
The administrative services offered by retirement plan providers can vary widely. Identify the support your client needs by asking these five questions.
Administrative work
Your clients look to you to help ensure they fulfill their fiduciary obligations, including their ERISA mandated administrative duties. When evaluating providers that serve these needs, make sure to look for these qualities.
Missing puzzle piece
A cash balance plan can be a helpful tool for business owners to significantly increase their retirement savings and generate large tax deductions for their businesses. When considering a cash balance plan, ask these questions.
Business woman
Employers may not realize all the ways a plan advisor can offer value. You can make yourself stand out with a deep understanding of day-to-day plan responsibilities and tangible solutions for saving employers time and money.