1 / 5

Benefits of Rebranding to Advisors Access

Benefits of Rebranding to Advisors Access . DATE. Benefits of Rebranding to Advisors Access . Enhanced Participant Communication/Reporting Enhanced Plan Sponsor Communication/Reporting Fiduciary Liability Protection. I. Enhanced Participant Communication .

aradia
Download Presentation

Benefits of Rebranding to Advisors Access

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Benefits of Rebranding to Advisors Access DATE

  2. Benefits of Rebranding to Advisors Access • Enhanced Participant Communication/Reporting • Enhanced Plan Sponsor Communication/Reporting • Fiduciary Liability Protection

  3. I. Enhanced Participant Communication • The Advisors Access enrollment book tells “our story” vs. generic investment literature and it will help participants follow a step-by-step enrollment process that is specific to the options offered in the plan. • The quarterly Investment Performance Report provides market commentary, as well as returns data on each portfolio and component fund to supplement the statement participants receive from your Recordkeeper.

  4. II. Enhanced Plan Sponsor Communication • The Prudent Fiduciary Process binder guides plan sponsors in documenting their process and provides a single repository for all 401(k) information. • Your plan will receive an annual report from Fiduciary Benchmarks, an independent benchmarking organization.

  5. III. Fiduciary Liability Protection • As the ERISA 3(38) investment manager, Advisors Access/BAM Advisor Services takes on the liability for investment selection and monitoring. • As the 3(21) fiduciary advisor, <Insert Your Advisory Firm’s Name> guides the plan sponsor in following a prudent process and can provide one-on-one advice to participants.

More Related