Experts in Personalized Retirement Plan Design & Administration

Value Proposition Key for Plan Advisors

Plan sponsors are more likely to work with an advisor who offers a specific value proposition of capabilities and services, something few advisors articulate, according to new research from MassMutual. Source:

Key Article Quotation: 

“This “winning combination” of values is especially important to smaller retirement plan sponsors with less than $25 million in assets, according to the study.”

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