5 top trends facing financial advisers

Currently the economic environment has reinforced plan sponsors concerns regarding the competitiveness of their fees relative to the services they receive. Advisers view their role as helping to educate their plan sponsor clients so that they clearly understand plan fees.

The recent years of economic challenges continue to bring concerns about retirement readiness to the forefront, and employees preparedness has become a hallmark of success for many plans.
Advisers are helping sponsors with plan design options such as auto-enrollment in order to improve deferral rates and participation. Advisers are helping sponsors develop and sometimes implement participant education strategies. In addition, advisers are partnering with providers that offer participant education campaigns which can be delivered through a variety of different channels.

The absence conversation advisers can’t afford to outsource

Advisers who treat absence as a strategic discipline, not a vendor handoff, will have a stronger story to tell and a more valuable role to play.

By Kevin Curran

Founding Partner

Salt Margin, a Baldwin Risk Partner

August 31

Financial expert advising a service firm client on credit line benefits for operational growth with the focus on the advisor and blurred business.

Diversity and equality

Employees need more financial support from their short-term disability policies

While there has been a lot of state and federal headway in leave expansion, qualifying employees are still facing steep costs.

By Paola Peralta

Associate Editor

Employee Benefit News

August 26

Benefits Think Moving to a top-down diagnostic of program value

A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.

August 26