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- Title
The Role of a Retirement Plan Specialist.
- Authors
Tacchino, Kenn Beam
- Abstract
Financial planning careers sometimes focus on providing assistance to plan sponsors regarding their retirement plan. Oftentimes a planner finds him or herself in the position of advising a small business or a solo practitioner to navigate the Employment Retirement Income Security Act (ERISA). Many professional competencies are needed to service a client's retirement plan needs. Skills include ascertaining which plan best helps the client, determining the optimal plan design, directing the plan installation process, and resolving plan administration issues, among others. This review of the services that are involved with comprehensive planning for a plan sponsor may help an advisor assess whether they are providing expected services.
- Subjects
RETIREMENT planning; FINANCIAL planning; 401(K) plans; EMPLOYEE benefits; PENSIONS
- Publication
Journal of Financial Service Professionals, 2019, Vol 73, Issue 2, p6
- ISSN
1537-1816
- Publication type
Article