Which area do retirement advisors think they add the most value to clients: Governance, investments, administration, or education?

Education was the choice of advisors polled at the 2018 NAPA 401(k) Summit – almost 50 percent picked it as being of most value to their clients. Governance was next in numbers of votes, then investments, then administration.

But what do clients say they value? Conference panelists and plan sponsors Richard Clegg, Marjorie Mann, and Jake Nichols offered their view from the employer client side. Josh Dietch of T.Rowe Price played panel provocateur.

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C.J. Marwitz

C.J. Marwitz is a writer and editor.