Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate
How the COVID-19 pandemic could change the 401(k) market
As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?
The mergers and acquisitions boom in the plan adviser market is only just beginning
OneDigital's acquisition of Resources Investment Advisors includes $45 billion in assets under administration
And why it’s not happening
While some plan advisers talk about shifting their focus, few have changed their business models to reflect this new focus
While some plan advisers talk about shifting their focus, few have changed their business models to reflect this new focus.
And why they should charge plan sponsors less for the service.
The participants are what matter, not the plan
