Helping retirement-plan clients avoid common administrative pitfalls can save them time and money.
The job of 401(k) advisers is to help all plan participants attain a respectable retirement, including those who have lost the ability to earn money.
Outsourcing ongoing investment monitoring and education meetings, taking work on a project basis and charging a flat fee are ways advisers can help small plans while making revenue.
As TDFs continue to grab more 401(k) assets, it's important to have a sound fund selection process with clients.
There's a void in education and advice for HSAs, which retirement plan advisers are perfectly positioned to fill.
Retirement plan advisers should be able to provide quantifiable metrics that demonstrate their success.
