PLANADVISER - January/February 2018 - 28
Partnering to
Simplify the Complex
PHOTO FROM LEFT: Dan Kravitz, Kravitz, Inc., Theresa Fette, Provident Trust Group, Jim Houpt, National Retirement Services, Inc., Karen Shapiro,
Dedicated Defined Benefit Services, and Kasey Price, Retirement Strategies, Inc., now all Ascensus companies
S
ometimes it isn't who you
know but what you know.
According to Kasey Price, head
of Retirement Strategies, Inc., an
Ascensus company [RS], advisers can
err in sales calls by neglecting " the
five most important 'knows.' " More
than funds, fees, and benchmarks,
" Clients expect
you to know their
company, their industry, their needs
as fiduciaries, the needs of their
administrative team, and those of
their participants, before you present
your services, " she says.
Advisers may not know all these
things, or have time to do the research.
Or they may not be schooled in the fine
points of ERISA [Employee Retirement
Income Security Act] or the intricacies of
running a plan. This is where an expert
partner,
a
third-party
SPONSORED SECTION
administrator
Choosing a Specialized Custodian
T
hird-party administrators [TPAs] are not just good partners for retirement
plan advisers; they can also connect them with other providers
to address even more niche client needs. If an adviser has clients who
are knowledgeable investors looking to gain control over their retirement
savings, or clients wanting to incorporate hard-to-value assets
into their strategy, the answer might be a self-directed individual retirement
account [IRA]. In this case, the adviser may seek the guidance of
an expert, such as Ascensus company Provident Trust, a specialized
custodian providing self-directed IRAs.
Theresa Fette, head of Provident, says many misconceptions exist about
the plans. Provident can provide education and expertise to advisers to
help them navigate this market-perhaps why, for the past few years,
The Trust Advisor voted the firm one of America's Most Advisor-Friendly
Trust Companies. Visit trustprovident.com for more information.
Photography by David Zentz
http://www.trustprovident.com
http://www.trustprovident.com
PLANADVISER - January/February 2018
Table of Contents for the Digital Edition of PLANADVISER - January/February 2018
Big Ideas
2018 PLANADVISER Top 100 Retirement Plan Advisers
2018 PLANADVISER Micro Plan Survey
Value Added
The Magic of Local Events
Warming to ESG
HSAs in Retirement Planning
PLANADVISER - January/February 2018 - Cover1
PLANADVISER - January/February 2018 - Cover2
PLANADVISER - January/February 2018 - 1
PLANADVISER - January/February 2018 - 2
PLANADVISER - January/February 2018 - 3
PLANADVISER - January/February 2018 - 4
PLANADVISER - January/February 2018 - 5
PLANADVISER - January/February 2018 - 6
PLANADVISER - January/February 2018 - 7
PLANADVISER - January/February 2018 - 8
PLANADVISER - January/February 2018 - 9
PLANADVISER - January/February 2018 - 10
PLANADVISER - January/February 2018 - 11
PLANADVISER - January/February 2018 - 12
PLANADVISER - January/February 2018 - 13
PLANADVISER - January/February 2018 - 14
PLANADVISER - January/February 2018 - 15
PLANADVISER - January/February 2018 - 16
PLANADVISER - January/February 2018 - 17
PLANADVISER - January/February 2018 - Big Ideas
PLANADVISER - January/February 2018 - 19
PLANADVISER - January/February 2018 - 20
PLANADVISER - January/February 2018 - 21
PLANADVISER - January/February 2018 - 2018 PLANADVISER Top 100 Retirement Plan Advisers
PLANADVISER - January/February 2018 - 23
PLANADVISER - January/February 2018 - 24
PLANADVISER - January/February 2018 - 25
PLANADVISER - January/February 2018 - 26
PLANADVISER - January/February 2018 - 27
PLANADVISER - January/February 2018 - 28
PLANADVISER - January/February 2018 - 29
PLANADVISER - January/February 2018 - 2018 PLANADVISER Micro Plan Survey
PLANADVISER - January/February 2018 - 31
PLANADVISER - January/February 2018 - 32
PLANADVISER - January/February 2018 - 33
PLANADVISER - January/February 2018 - 34
PLANADVISER - January/February 2018 - 35
PLANADVISER - January/February 2018 - 36
PLANADVISER - January/February 2018 - 37
PLANADVISER - January/February 2018 - Value Added
PLANADVISER - January/February 2018 - 39
PLANADVISER - January/February 2018 - The Magic of Local Events
PLANADVISER - January/February 2018 - 41
PLANADVISER - January/February 2018 - Warming to ESG
PLANADVISER - January/February 2018 - 43
PLANADVISER - January/February 2018 - HSAs in Retirement Planning
PLANADVISER - January/February 2018 - 45
PLANADVISER - January/February 2018 - 46
PLANADVISER - January/February 2018 - 47
PLANADVISER - January/February 2018 - 48
PLANADVISER - January/February 2018 - Cover3
PLANADVISER - January/February 2018 - Cover4
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