Looking for a way to exceed the expectations of your retirement plan clients? Help them build a better retirement plan? And differentiate yourself in the process by becoming an advocate for retirement plans that work. The potential benefits are big — for the plan sponsor, for the plan participants and for you.
Change the conversation
Why should you become an evangelist for plan changes when investment options and fees are the usual topics of conversation? By changing the conversation to plan outcomes, you can stand out from the crowd. As plan assets grow, you can benefit financially. When plans are successful, that deepens relationships and can mean greater potential for cross selling opportunities. Finally, contributing to greater retirement security of this nation's workers is the right thing to do.
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