Thought Leadership - Retirement Press

Thought Leadership / Retirement Press

Thought Leadership

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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