Helping Participants Retire: Your Role as an Advisor

The retirement industry is experiencing a major shift – one that advisors can’t afford to ignore. Previous models left many participants unprepared for retirement. Now, with more people retiring than ever and new government policies in place, Plan Sponsors need a better approach.

As we shift away from a "do it yourself" model to a more collaborative strategy, advisors who focus on participant outcomes – not just investments – will stand out. Guiding Plan Sponsors on best practices like automatic reenrollment and personalized solutions helps participants retire successfully and strengthens client relationships for the long term.

Join us as we discuss: 

• Why the “do it yourself” model failed participants
• What the government has done to fix this retirement crisis
• Best practices to drive better retirement outcomes and demonstrate real value