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Spencer Williams is CEO of Portability Services Network and Retirement Clearinghouse, a portability solutions provider.
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Brokers can incentivize vendor performance by tying portions of their fees to measurable standards such as response times and match-acceptance rates.
As brokerages expand, concerns over conflict of interest and fiduciary breaches abound.
Workers estimate they’ll need over $5K in monthly retirement income, but many have no clear strategy for turning savings and investments into a steady paycheck.
Leaders from Equifax, Bartaco and Children’s Health gathered in Las Vegas to share their insights and best practices at EBN’s Benefits at Work conference.
Regardless of how large or small a brokerage happens to be, experts agree that the secret to success lies in rewarding the best ideas and fielding the most talented benches.
