Improving Participant Outcomes

Posted on September 24, 2011. Filed under: For Employers | Tags: , , |

I just wanted to share with our readers that it was a pleasure meeting so many professionals committed to providing top-tier 401(k) plans for ALL parties involved (i.e. Sponsor, Plan, AND Participants.)

As we continually forge new paths in the marketplace trying to bring our virtual investment advice, retirement income planning, and goals-based financial planning to 401(k) participants to improve participant outcomes, what a pleasure it is meeting so many looking for such a service to round out their plan design.

Too often we see the investment provider showcasing QDIA options with simple retirement calculators as if this can effectively do the rigorous planning participants need to be sure they will have adequate retirement income to last their entire lifetime. Also, how does this simplified solution provide for outside assets, pensions, other income streams, or expense items such as college funding or liquidity emergencies? It doesn’t.

It is refreshing to see so many in the market committed to providing participants a service robust enough to incorporate these life events into their planning purposes, which realistically is their most important financial goal they’re planning for. So why settle for a band aid…or make the assumption that a band aid is all your participants need?

It is an honor and privilege to work with so many and be entrusted with this most important task of serving as the fiduciary to be sure the plan participants meet their retirement goals!

Many thanks to all of you!

Sean Ruehl

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