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Is it a company’s responsibility to help their employees save for retirement? Is it good business or just another expense?

A popular business development strategy among 401k advisors is to mine Form 5500 data to target plans that may be underserved. The argument that you can provide better service, help create better outcomes, help get a plan on track ( or keep it on track), and importantly, help reduce fees are all important drivers in improving the health of the ecosystem.

Is a glass half full a good thing – or not? If we’re talking about your favorite beverage, perhaps a half full glass is a nice thing. If the glass is a measure of workplace retirement plan success, your conclusion should be significantly less rosy.

The one constant we know about the retirement plan industry is that change is always around the corner. How we anticipate it, plan for it, and execute against it affect the fortunes of firms large and small.

Steve McCoy (iJoin), Joe Hendrickson (Allianz Life), and James Olson (IPX Retirement) joined Philip Chao (Experiential Wealth) at the SPARK Forum 2021 for a lively discussion on the challenges and opportunities of offering in-plan guaranteed retirement income solutions.