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Increased popularity of financial wellness programs, nonqualified plans to attract more key talent and managed accounts with customized portfolios — not to mention the continued consolidation of recordkeeping companies — a great deal is currently happening in the retirement plan space, says David Graver, vice president of retirement plan services at Fort Pitt Capital Group LLC in Pittsburgh, Pennsylvania. We sat down with Graver to get his take on how these trends are impacting plan sponsors and their participants.
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