Retirement plan advisors who prioritize personalization in their delivery model stand to earn a sustainable market advantage over the near to mid-term.

Is it a company’s responsibility to help their employees save for retirement? Is it good business or just another expense? On a basic level, we might answer it is the responsibility of each person to save for their future.

As consumers, we’ve come to expect personalized products, services, and experiences and providers have listened. We personalize our coffee, our playlists, our travel amenities, our menus.

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.

Your organization has a dedicated web portal for customers. That’s great, but does it create a memorable, brand-reaffirming user experience or is it something more transactional?

“8 in 10 people would appreciate employer help in calculating the income they’ll need for a secure retirement.”