Engage Us to Manage Your 457(b) Plan
66% of Participants Want Acess to Financial Profesionals to Help Them
J.P. Morgan’s “Defined Contribution Plan Participant Survey” found 66% of survey respondents “think employers should provide access to financial professionals/coaching to help” them.
62% of Participants Want to Hand Over Retirement Planning
J.P. Morgan’s “Defined Contribution Plan Participant Survey” found 62% of survey respondents “wish they could completely hand over retirement planning.”
Top 5 Reasons Skloff Financial Group Should Manage Your 457(b) Plan
1. You are busy focused on your business and human resources.
2. You want comfort that your employees’ retirement goals will be met.
3. You want customized portfolio management.
4. You want a dedicated Financial Advisor you can speak with.
5. You want your plan managed by fiduciary experts.
Questions for Plan Sponsors
Who’s managing your 457(b) retirement plan?
Who’s making changes in your investment choices for your plan?
Who’s assuring your participants have a wide variety of sub-asset classes?
Who’s providing your participants group and one-on-one education?
As a plan sponsor fiduciary, it is your fiduciary responsibility to provide good resources to your participants.
