Target Large Plans

How Elite Advisors Target the $10mm+ Retirement Plan Market

Recent disruption in the upper end of the small-mid size plan market has created greater opportunity for specialist advisors to capture larger plan business. Plan provider mergers, fee compression and the move to more passive fund lineups have upset the traditional business model of the investment-based provider.

Jun 19, 2019

Many financial advisors and bank trustees have found success in the small 401(k) market. In most cases, the decision to hire an advisor is built on a previous business or personal...

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Retirement Through the Years

My great aunt recently turned 103 years old.  From walking to school to watching walks on the moon, from a chicken in every pot to a smart phone in every hand, she’s certainly seen a lot!  When we look at retirement through her eyes, that has certainly changed too.

Jun 10, 2019

My great aunt recently turned 103 years old.  From walking to school to watching walks on the moon, from a chicken in every pot to a smart phone in every hand,...

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Mashed Potato Pricing

Mashed-Potato Pricing in DC Plans: How to Reclaim the Upper Hand

The goal of a fiduciary process is not to offer the cheapest fees, but rather determine what services the plan needs, then find the best quality of services at reasonable, competitive fees—driving value for the plan. We’ve allowed the selection of retirement plan service providers to slip into “mashed potato pricing”.

May 22, 2019

Creative practices by providers in how they bid retirement plans are great. But, how much additional liability do they create for plan sponsors? Let’s say you want to add a spare...

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