Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products October 5, 2010
“Pitch Points” Aimed at Helping Advisers
T. Rowe Price will be rolling out a new value-add series called “Pitch Points” to better serve the defined contribution (DC) adviser market.
Reported by Nicole Bliman
“Pitch Points,” on topics such as fiduciary concerns, participant communications, plan design issues, and investment lineups, is intended to help DC advisers better communicate key retirement plan issues with current or prospective clients. The one to two page guides will include sections such as:
- The latest research on timely DC topics
- T. Rowe Price’s analysis of the data
- Tips on how advisers can turn that information into effective sales pitches
One “Pitch Points” has been published so far, covering auto-enrollment plans. The document can be seen here. Future “Pitch Points” will be coming out quarterly; the next one is scheduled for a December release. They are free for anyone who registers at www.troweprice.com/fi.
You Might Also Like:
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.
Jay Kaduson Joins Voya Financial as CEO of Workplace Solutions
Kaduson will report to Heather Lavallee, CEO of Voya Financial.
Dalbar Releases Top 10 Plan Participant Websites
The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.