PLANADVISER - March/April 2022 - C3

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Winning Strategies for Retirement Plan Advisers
Growing
Your Practice
Winning Strategies for Retirement Plan Advisers
Improving Outcomes
STRATEGIC Retirement Partners' new WELLth branding
and website for its individual-level work on financial planning
and investment management debuted at a moment
when many Americans had some serious questions about
their financial life. " WELLth was born right during the
pandemic, as luck would have it, " says Sarah Krapec,
SRP's Chicago-based director of participant education and
national practice leader for WELLth. " We recognized the
need that people have for it and decided to go all-in on
building the site. By the fourth quarter of 2020, we were up
and running. "
Prior to that, SRP offered some financial planning and
Most plans offer
digital access,
yet participant
engagement
lags-what can
advisers do?
Like recordkeepers,
advisers increasingly
connect directly with
participants via
proprietary platforms
wealth management services, but not as a cohesive solution
across the advisory firm, and it had no website devoted to
that area. SRP sees a natural bridge from retirement plan
work to advising individuals outside their retirement plan.
" Now participants are saying to us, 'I've worked so hard
in my accumulation phase, what's going to happen when
I retire? Can you come with me to the other areas of my
financial
life and offer me guidance?' " Krapec says. " For
many years, we've built a relationship and trust with people
on the retirement plan side. So when other financial areas
come to mind, they think of us. "
Krapec and other advisers at SRP write the WELLth site's
content and update it monthly, based on the type of issues
coming out of their conversations with plan participants
Art by Juilien Posture
planadviser.com March-April 2022 | 19
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Like recordkeepers,
advisers increasingly
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July-August 2021 | planadviser.com | $30
Winning Strategies for Retirement Plan Advisers
GROWING YOUR PRACTICE ISSUE
Please
Proposals
That
Make your responses to RFPs
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PLANADVISER - March/April 2022

Table of Contents for the Digital Edition of PLANADVISER - March/April 2022

A Digital Divide
Staying Power
The Prospects of Staying Virtual
Another Retention Tool
Is It Time to Let Go?
The Evolving Use of RFPs
Best Interest Reasons For a Rollover
Guaranteed Lifetime Income
PLANADVISER - March/April 2022 - C1
PLANADVISER - March/April 2022 - FC1
PLANADVISER - March/April 2022 - FC2
PLANADVISER - March/April 2022 - C2
PLANADVISER - March/April 2022 - 1
PLANADVISER - March/April 2022 - 2
PLANADVISER - March/April 2022 - 3
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PLANADVISER - March/April 2022 - 14
PLANADVISER - March/April 2022 - 15
PLANADVISER - March/April 2022 - 16
PLANADVISER - March/April 2022 - 17
PLANADVISER - March/April 2022 - A Digital Divide
PLANADVISER - March/April 2022 - 19
PLANADVISER - March/April 2022 - 20
PLANADVISER - March/April 2022 - 21
PLANADVISER - March/April 2022 - 22
PLANADVISER - March/April 2022 - 23
PLANADVISER - March/April 2022 - Staying Power
PLANADVISER - March/April 2022 - 25
PLANADVISER - March/April 2022 - 26
PLANADVISER - March/April 2022 - 27
PLANADVISER - March/April 2022 - 28
PLANADVISER - March/April 2022 - 29
PLANADVISER - March/April 2022 - The Prospects of Staying Virtual
PLANADVISER - March/April 2022 - 31
PLANADVISER - March/April 2022 - Another Retention Tool
PLANADVISER - March/April 2022 - 33
PLANADVISER - March/April 2022 - Is It Time to Let Go?
PLANADVISER - March/April 2022 - 35
PLANADVISER - March/April 2022 - The Evolving Use of RFPs
PLANADVISER - March/April 2022 - 37
PLANADVISER - March/April 2022 - 38
PLANADVISER - March/April 2022 - Best Interest Reasons For a Rollover
PLANADVISER - March/April 2022 - Guaranteed Lifetime Income
PLANADVISER - March/April 2022 - C3
PLANADVISER - March/April 2022 - C4
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