Commonwealth Financial Unveils Education Program

The program gives advisers targeting the plan sponsor market a way to distinguish themselves, said Paul Mahan, Commonwealth’s director of retirement consulting services. “The robust library of out-of-the-box resources helps advisers showcase their expertise, and helps plan sponsors and participants by driving employee engagement and plan participation,” Mahan said.

RetireReady is the most recent addition to a suite of marketing programs for Commonwealth advisers that support its client-forward philosophy.

Commonwealth’s marketing programs include presentations, articles, worksheets, and more on hot topics in the retirement plan arena. Solutions are grouped into three areas to reflect the way advisers structure their businesses and their approach to servicing plans:

Encourage enrollment: Outlines the basics of a workplace retirement plan to inspire employees to get started or to participate more.

Educate about saving and investing: Covers ways to find extra dollars to put toward retirement savings; also discusses dollar-cost averaging and asset allocation.
 

Prepare participants for retiring: Gets pre-retirees thinking about creating a retirement income plan.

“This is a critical piece in a strong and expanding framework for helping position our advisers to tap into unprecedented opportunities—and for helping employees make the best decisions possible when it comes to their retirement planning and savings,” Mahan said.

Commonwealth Financial Network is a registered investment adviser that supports more than 1,400 independent registered representatives throughout the country.