RetireAdvisersSM offers an advice program that allows your participants to speak with professional advisers one-on-one.
RetireAdvisersSM engages your participant in a confidential one-on-one interview with a professional adviser who will help them through the retirement investment process. The participant’s personal investment adviser will provide them with a customized investment recommendation that is tailored to meet their specific needs.
Participants of qualified retirement plans have always wanted retirement investment advice. Until now, offering advice was a minefield of potential liability for Plan Sponsors. Most Plan Sponsors simply did not want to incur the risk of committing prohibited transactions or the potential liability of their participants receiving bad advice.
With the passage of the Pension Protection Act of 2006 comes an opportunity to give your plan participants the investment advice they want, without the risks of committing prohibited transactions or the liability of your participants receiving bad advice.
RetireAdvisersSM is fully compliant with the provisions of the Pension Protection Act of 2006. So give your participants the opportunity to get the investment advice they want. It’s OK now.