6 retirement trends on the horizon for 2012

From pressure on margins due to fee sensitivity to demonstrating value through measurable results, Dan Hall, vice president of The Standard’s retirement plan sales, shares six trends that may impact advisers and their clients this year.

Plan advisers will desire more flexibility and customization from service providers

In order to deliver a comprehensive solution to plan sponsors, advisers will be looking for service providers that are flexible and can enhance their own value proposition. For example, if an adviser’s value proposition is centered on their investment advisory services, and the adviser will act as an ERISA 3(21) and/or 3(38) fiduciary to support these services, the adviser may need to partner with a service provider who can deliver a participant enrollment, communication and education program that meets the unique needs of the plan sponsor. The opposite is also true: advisers who choose not to provide fiduciary support services (or are precluded from providing them by their broker dealer) will need to partner with a service provider who can deliver these services.




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