Platform enhancement allows 403(b) advisors to access annuity products alongside other investment vehicles and promote stronger participant outcomes
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 4
The concept of ‘governance’ could not be timelier. In the non-ERISA world, plan sponsors are charged with managing a plan that they often know very little about, especially within the multi-provider, separate recordkeepers construct. Well-meaning investment providers are often presumed to care more about their bottom line than being trusted as a partner in benefit solutions. That stigma trickles down to boots on the ground advisers…