Client Service March 5th, 2021 When Asked About Benefit Trade-Offs, Participants Show Preference for Guarantees The 2020 PLANSPONSOR Participant Survey also shows that company matches really matter to retirement plan participants.
Client Service March 4th, 2021 Reconsider Your Practices for Improved Client Outcomes Key changes and questions can go far when engaging with clients.
Client Service March 3rd, 2021 The Nuances of Conducting a Robust RFP If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
Client Service February 24th, 2021 15th Anniversary of RPAY: Greenspring Advisors The practice believes that since so many advisory firms are acquired by aggregators, the personal attention it offers clients will...
Client Service February 19th, 2021 Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax...
Client Service February 11th, 2021 15th Anniversary of RPAY: Atlanta Retirement Partners While aggregators keep expanding, Atlanta Retirement Partners continues to enjoy being a specialty practice.
Client Service February 5th, 2021 15th Anniversary of RPAY: Jania Stout In the past few years, her practice has grown its assets by nearly $1 billion a year.
Client Service February 3rd, 2021 Advisers Giving Back: The Barry Family John Barry says giving back has always been important to his firm and his family, though the means of doing...
Client Service February 2nd, 2021 15th Anniversary of RPAY: Chepenik Financial Services Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Client Service February 1st, 2021 2021 PLANSPONSOR Plan Adviser of the Year Nominations Open Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers,...
Client Service January 28th, 2021 15th Anniversary of RPAY: Bukaty Companies Financial Services Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired...
Client Service January 26th, 2021 How to Get Participants More Engaged in Financial Wellness Programs Access via several means is key, as is meeting people where they are.
Client Service January 25th, 2021 Advisers Giving Back: Gallagher and the Special Olympics Special Olympics CEO Mary Davis says the longstanding support her organization receives from Gallagher has made a direct and lasting...
Client Service January 20th, 2021 15th Anniversary of RPAY: Josh Ulmer His practice has a nine-step strategy for how retirement plan advisers can improve the health of defined contribution plans and...
Client Service January 15th, 2021 Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist...
Client Service January 14th, 2021 15th Anniversary of RPAY: 401k Advisors Intermountain The 2017 PLANSPONSOR Large Adviser Team of the Year has gone through two major acquisitions in the past three years.
Client Service January 14th, 2021 Best Candidates for Annuities Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and...
Client Service January 13th, 2021 Common Mistakes Advisers Make That Should be Avoided Experts outline several ways advisers can ensure they keep the loyalty of their clients.
Client Service January 12th, 2021 15th Anniversary of RPAY: Capital Strategies Investment Group The practice’s leaders say all decisions made for a plan must improve participants’ retirement readiness, which they describe as a...
Client Service January 8th, 2021 15th Anniversary of RPAY: Heffernan Financial Services Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating...