- Encourage Enrollment: Outlines the basics of a workplace retirement plan to inspire employees to get started or participate more.
- Educate About Saving & Investing: Covers ways to find extra dollars to put toward retirement savings; also discusses dollar-cost averaging and asset allocation.
- Prepare Participants for Retiring: Gets pre-retirees thinking about creating a retirement income plan.
Commonwealth Financial Network Debuts Innovative Retirement Plan Participant Education Program
Waltham, MA (October 4, 2012)—Commonwealth Financial Network® this week introduced RetireReady, a customizable, turnkey participant education program designed to help independent advisors deliver differentiating value to retirement plan sponsor clients.
“For advisors targeting the plan sponsor market, RetireReady presents them with the means to truly set themselves apart in the industry,” said Paul Mahan, Commonwealth’s director of retirement consulting services. “The robust library of out-of-the-box resources,” he noted, “helps advisors showcase their expertise—and helps plan sponsors and participants by driving employee engagement and plan participation.”
RetireReady represents the latest addition to a comprehensive suite of marketing programs that Commonwealth equips its advisors with as part of its client-forward™ philosophy—one that’s rooted in helping advisors develop deeper, more productive relationships with their clients.
The suite includes an extensive and varied array of presentations, articles, worksheets, and more on hot topics in the retirement plan arena. Solutions are grouped into three key areas, to best reflect the way advisors structure their businesses and their approach to servicing plans:
Mr. Mahan stated, “This is a critical piece in a strong and expanding framework for helping position our advisors to tap into unprecedented opportunities—and for helping employees make the best decisions possible when it comes to their retirement planning and savings.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms” two times in a row*. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.
*Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 and 2012 Financial Advisor Satisfaction Studiessm. The 2012 study was based on nearly 2,800 total responses and measures overall financial advisor satisfaction among advisors registered with Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed between November 2011 and January 2012. Your experiences may vary. Visit jdpower.com.