Collective Investment Trusts (CITs) are coming down market and providing advisors great opportunities to deliver significant value to plan sponsors and participants. Beginning to integrate CITs into your practice, while exciting and offering you an opportunity to differentiate, can seem a little daunting. It doesn’t have to be the case!
Education is crucial to help retirement plan participants make the best tax choices
Retirement plan advisors don’t typically spend the majority of their time focusing on taxes for participants. However, there are interrelated decisions around taxes that can impact a participant’s retirement and the economics of the plan sponsor.
The retirement space is in a cycle of constant evolution. Assessing where we’ve been – and where we’re going – means understanding the expectations of today’s participants as well as the changing regulatory landscape and available technology.
In the Beginning
Bill Chetney, GRP Advisor Alliance
American businesses and employees need help creating a secure financial future. My team and I are committed to looking forward – working closely in partnership with retirement plan advisors, their clients, and plan providers – to deliver the most innovative and effective programs and services in the marketplace.