@btreichelesq@Benefits_PRO@erikbdaley @MultnomahGroup I bet. Such a delicate balance between meeting them where they are but also gently guiding them to where you know they need to be.
@Benefits_PRO Many legislative proposals now that focus on the topics we've been discussing including on building greater access and participation; advisors will have to keep up #DEI#ESG#retirementincome#BPRORetirement
@Benefits_PRO I think the gradual increase in comfort and flexibility of #PEPs will be a large change agent. Reduced cost as they grow, professional #fiduciaries, guardrails for Sponsors. #BPRORetirement
@btreichelesq@Benefits_PRO I agree. It's going to be fascinating to see how advisors work to maintain the personal touch in an increasingly virtual world. I think some of it also depends on the specific client - some still crave that old-fashioned feel.
@Benefits_PRO 88% of Americans very worried about inflation and will cutback on spending per Nov. '21 study via @LorieKonish. Thoughts for participants: stay the course and not cut #retirement plan contributions; cut short-term spending instead. #401k#BPRORetirement
@Benefits_PRO Sponsor thoughts gravitate more toward access, support, education, and promotion of our entire benefits package. We found there’s still work to be done to ensure all have the ability to participate. Healthcare has a ways to go to ensure inclusivity is inherent. #BPRORetirement
@TheRudinGroup@Benefits_PRO Data and evidence-based decisions are also becoming increasingly accepted and even expected on the employee benefits side of things.
@coolest401kguy@Benefits_PRO It will be fascinating to see how ongoing uncertainty will play out when it comes to both employers' and employees' risk tolerance.
@Benefits_PRO The workforce is becoming increasingly diverse, and recent studies make it clear that Black and LatinX participants would prefer to speak to advisors that share their backgrounds. #DEI#BPRORetirement
@Benefits_PRO Plan sponsor turnover! Great resignation is leaving plan advisors to train constantly changing HR staff and new plan fiduciaries. Turnover also means new participants for advisors that host enrollment meetings. #GreatResignation#BPRORetirement
@Benefits_PRO Keeping up with technology, plan changes and more tech-driven financial wellness tools integrated into the plans while continuing in hybrid client engagement model. #BPRORetirement