We exist to bring accountability, transparency and documented results to the American Retirement System. We believe that the Inspired Retirement Adviser is the key component in the success formula. The formula represents a partnership with engaged financial advisors, exceptional plan providers and committed plan sponsors; and we believe this partnership will change our industry.
Major Directional Themes:
- The Financial Advisor is our primary client and drives plan success
- Together the adviser and the plan sponsor need to clearly identify the plan’s success metrics
- The Adviser must measure the progress of the identified metrics.