Are your participants getting the most from your retirement plan consultant? – Strategic Retirement Partners
 

Are your participants getting the most from your retirement plan consultant?


When hiring a retirement plan consultant, the question should not simply be how will you help my plan.  Instead, you should also ask how the consultant will help your employees work towards reaching their financial goals?  A retirement plan is a key employee benefit, and the plans goal should be to help your employees move toward financial independence.  It would only make sense that the consultant you work with also views it this way.

Your employees are one of the most valuable assets that your company has.  They are what keeps your company going, and as a plan sponsor, you want to make sure that you are keeping them going.  This is where your retirement plan consultant can come in and assist.  A knowledgeable consultant will be able to provide your plan and your employee’s financial resources.

You may wonder what type of resources a consultant could provide:

  • Education opportunities for participants (virtual and online)
  • Group and one-on-one meetings
  • Financial wellness resources
  • Personalized online tools
  • Access to informational videos

If you want to make sure that your company and employees are getting the most out of your retirement plan, contact us today.

Meet the author:

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.
Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment advisor representatives of Global Retirement Partners; or (2) solely investment advisor representatives of Global Retirement Partners.  Although all personnel operate their business under the name Strategic Retirement Partners (SRP) they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.