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Experts in Personalized Retirement Plan Design & Administration

Elite Plan Advisors Cooking up Small Plans

As margins continue to shrink for advisors working with mid-size and larger plans, many so-called “Elite” advisors are going back to their roots, looking to work with smaller DC plans. Let’s examine the potential solutions and barriers as well as the reasons why these Elite advisors abandoned smaller plans in the first place. Source: Napa-net.org

Key Article Quotation:

“As Elite advisors look to start selling to smaller plans, they know they need to create models not just for investments but also for services provided. They are discussing with record keepers the possibilities around creating private label programs, where all clients fit into just a few preformatted models, be that as a multiple employer plan (MEP), an 8100 trust or just a cookie-cutter model.”

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