What Plan Sponsors Want

Increased competition, firm compression, similar value propositions, and margin reduction all point to one thing: retirement plan advisors need to find ways to differentiate themselves if growth is their goal. These 4 simple steps will help you showcase your value and avoid common mistakes.

Sponsors in the hospital industry are looking to advisors for guidance on how to manage the costs and operations of pension plans. This checklist is filled with actionable considerations for plan sponsors of both active and frozen defined benefit plans.

As a retirement plan advisor, you know the importance of communicating to plan sponsors how current events may impact the health and performance of their plan(s). But great value also lies in helping them understand how our country’s ever-shifting socioeconomic landscape could affect the retirement readiness of their plan participants. While the state of retirement in America has long been in crisis, recent months have brought another crisis—events of a magnitude that could present significant challenges even for those who had been well-prepared for retirement.