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.
Are you prepared for the changing investment environment? In the midst of recent regulatory changes and an increasingly challenging investment environment, strengthening client relationships can be critical for growing your business. The Janus Client Relationship Survival Guide is here to help.