Thought Leadership - Retirement Press

Thought Leadership / Retirement Press

Thought Leadership


The continuing economic and market malaise is creating monumental changes in the retirement channel that impact Plan Sponsors directly as Plan Fiduciaries and as high-balance Plan Participants. These changes include: a shift in the advisor role from commission to fee-based services, a movement towards bundled services under multiple employer plans (MEPs) for buying power purposes, single-data point access to info typically through your payroll website for ease and simplicity and a movement towards 'fund-of-fund' portfolios, where investment direction is outsourced to professionals as a means of coping with market volatility. Our firm believes that your advisor needs to be on top of all changes that directly impact your Plan and your personal fiduciary liability.

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