Experts in Personalized Retirement Plan Design & Administration

What Retirement Plan Sponsors Value Most From Financial Advisors

This 28-page survey report finds that plan sponsors prefer to work with plan advisors who emphasize employee education, good customer service and reducing plan costs as core to their value proposition. Among those already working with an advisor, fiduciary support trumps cost on this list. Source:

Key Article Quotation(s): 

Education, service, cost and fiduciary responsibilities rise to the top for employers with less than $25 million in plan assets. Employers with $25 to $75 million in plan assets desire a different combination of advisor attributes: being responsible for alerting the organization of their fiduciary obligations, advice on plan design, reducing costs, help with other benefits and advice on the selection of investments.”

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Plan Sponsors












Plan Sponsors

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