Hall, Erin Morsch
Description
Is your 401(k) or 403(b) plan advisor a rock star, just par or below the bar?
For years, retirement plan sponsors of 401(k) and 403(b) plans have def
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ined success for their retirement plan based on plan participation and simple fiduciary best practices. With the passing of significant legislation in 2010, more complex plan design options available, and an everchanging provider environment, plan fiduciaries have looked to expert advisors to help them oversee the plan. The problem is not all advisors have the technical depth or expertise to navigate the new environment and plan sponsors/participants want and need more help. The bar has been raised!
In this book, Erin Hall explores and defines the three types of retirement plan advisors and how to spot if an advisor is an occasionalist, generalist, or specialist. The “eight signs your plan may be underserviced” provide a road map for plan sponsors who are encouraged to EXPECT MORE from their advisor. Readers will gain practical insight into how the three types of advisors service their clients and learn why upgrading to a specialist can benefit your business.
This book is a must-read if you want to know: How to spot if your advisor is not a specialist What basic services you should expect from your advisor Why working with a specialist can help your business It’s your “go-to” guide to ask the right questions of your advisor and take your plan to the next level. After reading the eight signs and the stories shared in this book, you will be inspired to take action. You and your participants deserve it!
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