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Demonstrate Your Value
Demonstrating the value that you add to your Plan Sponsor clients is essential to both retention and growth. In a “what have you done for me lately” world, your clients need to clearly see the actions you take to improve outcomes for the Plan and Participants.
Our comprehensive suite of co-branded plan sponsor facing materials, plan health reporting, benchmarking support and differentiated investment solutions are designed to keep the value you add front of mind for your clients.
How We Support You
As a partner, we provide solutions to help advisors demonstrate their value to existing and prospective Plan Sponsor clients.
We clearly articulate our joint value proposition to Plan Sponsors and committees. By providing sales strategy, messaging, and presentation support, we help you differentiate your practice, shorten sales cycles, and win and retain more retirement plan relationships. Onsite and virtual support as needed.
We deliver proposal and benchmarking support that helps advisors clearly demonstrate value to Plan Sponsors. We provide data-driven comparisons on fees, services, plan design and outcomes so you can highlight meaningful improvements over a client’s current arrangement and support more confident, well-documented fiduciary decisions.
We help advisors design and execute growth initiatives that drive better plan outcomes and deeper participant engagement. From auto-enrollment and re-enrollment strategies to personalized target date funds, managed accounts, and financial wellness programs, we provide the tools, analytics, and education needed to increase participation, improve savings rates, and demonstrate measurable value to Plan Sponsors.
We offer robust in-house and external partnerships solving for fiduciary and education support, including ERISA 3(16) administrative and 3(38) investment fiduciary services, to help advisors reduce Plan Sponsor risk and complexity.
By centralizing these capabilities under one roof, we streamline oversight, document fiduciary processes, and deliver consistent participant education – making it easier for advisors to offer a comprehensive, turnkey retirement plan solution.
We help you design and execute growth initiatives that drive better plan outcomes and deeper participant engagement. This includes strategies like auto-enrollment and re-enrollment, personalized target date funds, managed accounts, and financial wellness programs supported by tools, analytics, and education to increase participation, improve savings rates, and clearly demonstrate value to Plan Sponsors.
We help you unlock new revenue pathways by integrating retirement, health, and wealth into a cohesive workplace offering. By collaborating on plan design, participant engagement, and cross-benefit integration, you can deepen client relationships, expand services beyond the retirement plan itself, and drive measurable growth across your broader book of business.
We partner with advisors as strategic leaders, not just another provider in the vendor lineup. We bring insight, execution, and accountability across retirement, health, and wealth so together we can design and deliver integrated solutions that move the needle for Plan Sponsors and participants.
By turning data into actionable steps, we help you drive higher participation, improved savings behaviors, and better retirement readiness, enabling you to demonstrate measurable impact and further strengthen your role as a trusted advisor.
Building on this, our 'Data to Insights to Action' approach helps you clearly articulate the cost of standing still, showing clients what inaction means in real dollars and outcomes. By transforming complexity into confidence and insights into action, we lead the way so you can guide Plan Sponsors toward smarter decisions that measurably improve participant results.
