Financial Services

Are Government Regulations Raining Red Tape on your Parade?

Uncertain about how to implement new regulatory requirements? Worried about compliance costs? Focused on balancing increased transparency without giving your secrets to the competition? All while working to keep and grow plan assets? You’re not alone. Financial Service institutions are striving to differentiate from the competition while simultaneously juggling new governing obligations.

Those in financial services who want to take their business model to the next level are focused on their relationships with their advisors, cross-selling both life and ancillary products and ways to differentiate in order to win new business in a shrinking market. And, at the same time, are attempting to respond to the changing expectations across generations and comply with new requirements.

So, what do you get when take that approach? A real unique solution. The truly useful kind that helps you win more business, retain more clients and improve relationships with your advisors. Reduce the time your compliance department and advisors spend answering client questions and increase the time they spend focused on your business and account growth. Remove the red tape and enjoy the parade.

gear-icon

UNLIMITED PROFESSIONAL SUPPORT

Focus on your business while a team of professionals sets the course to navigate the continuous changes in HR, Employment Law, ERISA Health Care and ERISA Retirement.

EXPERT TAILORED RESOURCES

It’s all about the bottom line. Minimize risk, maintain compliance, reduce expenses and generate profitable growth through personalized solutions.

SUPERIOR QUALITY ADVICE

Stay at the forefront of HR, Employment Law, ERISA Health Care and ERISA Retirement changes and get up-to-date on rulings and laws.

More for Businesses in the Financial Services Industry

RECORDKEEPERS

Differentiation is indeed possible in today’s market, and it’s possible to solve key stakeholder challenges while keeping and growing plan assets.

Recommended Resources

How helping plan sponsors grow their employees’ 401(k) plans actually helps you

Are your advisors really helping plan sponsors? Or, could they do more?

How successful client engagement increases retention rates

Clients want to feel that sponsoring organizations care about them. Nurturing that relationship and understanding the why and how it impacts your bottom line is the key to successful retention.

Generations of Retirement: Where to begin and How Plan Sponsors Can Help

Planning for retirement means being engaged and providing the right information.

Learning & Growing Your Business with Client Engagement

How client engagement builds an Ecosystem of success for you and your clients.

Is Your Company Suffering from Analysis Paralysis?

Embracing big data and how it can impact your bottom line.

“The service in general is excellent. I can’t ask for a more informative website. My favorite thing about the site is everything is right at your fingertips and I plan on using it more. I would definitely recommend this website to other employers. There is no need to surf the web, everything is right here for you. The RM’s are always helpful and knowledgeable. ”

-ADMINISTRATOR

“I used the attorneys for one situation in particular that happened to be a long and tedious process but I followed their advice and we were able to separate from that employee. The attorney advice helped through this situation that I could see was leading down a bad path that I didn’t want to go to. It was a valuable tool for me when I was trying to make sure I was following all of the regulations to the letter.” ”

-SMALL BUSINESS OWNER

“This is an unbelievable resource. I’m totally shocked that you can ask attorneys questions and get answers. You have all these resources, forms, and updates. It’s like a one stop shop. To be able to ask a real live attorney a question without it costing you $150 is wonderful. This has made my day!”

-DIRECTOR OF HR/COMPLIANCE