Understanding 360° Payroll Integration: A Financial Advisor's Guide
Enhance your advisory practice by offering payroll integrated 401(k) solutions, streamlining processes for clients and increasing your revenue streams.
Key Points
- Streamlined Processes: Provide clients with an automated payroll solution that simplifies 401(k) deductions, reduces administrative work, and minimizes risk.
- Increased Retention and Referrals: Offering integrated 401(k) solutions can attract new clients, retain existing ones, and lead to greater plan participation and assets.
- Added Value: Position yourself as a one-stop service provider, protecting your book of business and strengthening client relationships by offering a convenient and valuable retirement benefit.