Enhanced participant retirement readiness is only one of many benefits plan sponsors gain from hiring a Professional Retirement Plan Advisor. Over 95% of plan sponsors who partner with an Advisor entirely dedicated to the retirement plans business report that partnering with a Professional Retirement Plan Advisor is either “very beneficial” or “a necessity.” Advisors who work exclusively with retirement plans surpass their counterparts in the percent of clients receiving core services* such as: Assisting with the implementation of the fiduciary process Reviewing investment options periodically Making plan design recommendations Meeting participants in groups to provide retirement plan education Supporting with service provider due diligence The majority of plan sponsors who retain a Professional Retirement Plan Advisor also rely on their Advisor to provide services such as: Meeting with employees one-on-one to provide retirement plan guidance Examining plan compliance with applicable laws, regulations, and stated polices...
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