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A seismic shift: what regulatory reform means for retirement plan advisors
Regulatory pressures over fiduciary standards are challenging the ability of retirement plan advisors to differentiate their business models from those of advisors who have only recently adopted fiduciary roles. In this paper and corresponding checklist, we explore how advisors and plan sponsors can reposition their value propositions and market their services for the next decade.
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A seismic shift: distinguishing your fiduciary services in an evolving regulatory environment
New fiduciary standards will test retirement plan advisors’ business models. In this paper, we explore what advisors can do to shift their value propositions.