The One Thing You Must Do As a Retirement Plan Advisor

[LarkspurRixtrema]

If you're managing one or even several 401(k) retirement plans, it's important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps to strengthen client relationships and reduces the risk of takeover. If you're prospecting for new business, one of the best ways to get your foot in the door is by positioning yourself as an expert in the areas that plan sponsors deem to be most important.

Of course, one of the top concerns that plan sponsors now have relates to fiduciary liability. This was highlighted by Fidelity Investments' "2017 Plan Sponsor Attitudes" study, revealing that close to 4 in 10 plan sponsors are actively looking for new advisors due to concerns about fiduciary liability.

Read more here: The One Thing You Must Do As a Retirement Plan Advisor

 

[Mary Bibby]

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