Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. The MIT AgeLab recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.
The consolidation among recordkeepers is creating challenges for you and your plan sponsors, impacting everything from investment menus to the daily operation of the plan. Join us to hear Fred Reish discuss: Why plan sponsors should have a formal process to review their plan’s recordkeeper. how to evaluate the new recordkeeper’s costs and services and questions to ask the new recordkeeper