Retirement planning is just the beginning. Take the next step and help businesses get their employees financially fit. Employers are concerned about improving employees’ overall financial welfare, yet many aren’t sure what they can do. This white paper discusses the advantages of financial wellness programs, along with practical guidance on how you can become your client’s most effective resource.
The retirement plans industry is relationship-based, with a significant portion of work continuing after a plan is sold. Recent industry changes may add to the complex nature of advisor and plan sponsor responsibilities. These elements demonstrate the importance of reliable partners to simplify each step of the journey.
If you are a 401(k) plan advisor or are considering becoming one, Nationwide® has compiled a list of best practices to help you manage your responsibilities. This white paper will help to guide the conversation with current and prospective plan sponsors, delving into topics such as fiduciary education, benchmarking assistance and investment policy statement assistance.
Advisory firms rethinking their approach to consumer-centric digital solutions will want to gravitate toward highly-engaging tools that meet the demands of different client segments. A successful transition includes eight steps that comprise a path toward embracing digital.