Addressing Client Retirement Plan Concerns: A Guide for Advisors
Address common employer concerns about starting a retirement plan and learn solutions to overcome them.
Key Points
- Plan Sponsorship Clarity: Ascensus provides comprehensive support for selecting, setting up, and maintaining retirement plans, easing the process for employers.
- Cost and Fiduciary Responsibilities: Cost-effective options and tax savings make retirement plans affordable, while services like 3(38) Investment Managers reduce fiduciary burdens.
- Employee Interest: Retirement plans can help attract and retain employees, especially when they include financial wellness support and engagement features.