An ongoing debate among investment advisors and their clients centers on value: creating it, preserving it, and perpetuating it. Each faces a different challenge: Advisors are tasked with delivering worth to their clients, and clients need to understand what they can expect for the dollars they spend. Learn more about the pillars, or sources, of advisor-created value that can be quantified.
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.