Getting and Keeping Business
Our Sponsor Report is especially valuable in the takeover role because you can offer prospects an analysis of the incumbent provider that shows the number of participants who are expected to receive adequate income from the plan and those who are assuming too much risk for their expected return. If they are substandard, you can address how you intend to improve the situation and help the sponsor better meet his fiduciary responsibilities.
Once you have earned the business and improved the plan, you can demonstrate that more participants have adequate retirement income, illustrate the improvement during your tenure and identify individuals who still need more work.. This is extremely effective because your competitors do not offer these services.
Our Sponsor Report is especially valuable in the takeover role because you can offer prospects an analysis of the incumbent provider that shows the number of participants who are expected to receive adequate income from the plan and those who are assuming too much risk for their expected return. If they are substandard, you can address how you intend to improve the situation and help the sponsor better meet his fiduciary responsibilities.
Once you have earned the business and improved the plan, you can demonstrate that more participants have adequate retirement income, illustrate the improvement during your tenure and identify individuals who still need more work.. This is extremely effective because your competitors do not offer these services.
