What to look for in your advisor

Overcoming Unique Retirement Challenges in the Non-Profit Sector

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Anyone who works in Human Resources knows the positive effect offering high-quality employee benefit programs can have on a workforce. They attract the best potential candidates for new jobs and foster a sense of loyalty and support among current staff, to name a few. No matter the size or industry, administering employee benefits, particularly the retirement plan, can be a complicated process. While the same basic goal may apply to companies and organizations, non-profit organizations face unique challenges when ensuring their retirement plan benefit is the best fit for employees, as well as the organization. 

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How Do You Know When It's Time for a New Retirement Plan Advisor?

"I think my advisor does everything they're supposed to do."

"Performing an advisor search isn't worth the effort." 

"But... we've been doing business with them for years." 

As a benefits professional, the relationship you have with your retirement advisor is an important one. Their role is to help you navigate some of the most complicated aspects of your job. Listed above are some of the phrases we hear employers use to justify sticking it out with their current advisor, even if the relationship isn’t working. I'm not saying that relationships aren't important in business, but it's not always equitable with getting the best service possible and doing what's right for your organization. What about your employees?

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