You Can't Get the Right Solution Having the Wrong Conversation

Have recent discussions regarding your 401(k) or 403(b) plan left you feeling like there must be more to the conversation?

Rarely are we satisfied with just one opinion, and asking others for input is often helpful. This second set of eyes may provide a unique perspective or ask new and different questions – all of which lead to valuable insights.

Unfortunately, when it comes to workplace retirement savings plans, many settle for a single opinion – the same one they have been getting for years...and years…and years.  

With concerns over excessive federal spending, the fluctuating economy, and forecasts of insufficient funds for future generations, saving for retirement is likely a pressing concern for many of your employees.

The retirement plan industry has evolved from an informal investment-only conversation to a much more formalize fiduciary oversight process but unfortunately, many plans (and their advisors) have simply not kept up.

Now may be time to broaden your discussion.

Creating a good retirement has everything to do with goals, but all too often, part-time retirement plan advisors want to jump right in and talk about themselves and their investments - but investments are the easiest part of the process and just a fraction of what a good plan looks like.

Hit Pause and Rewind

I believe a better approach is to "rewind" the conversation and start again by listening to what's most important to you. Our process sparks conversation, encourages reflection, and creates space to consider what a good plan looks like for your company. Talking first and assuming I know the answer before listening is a flawed strategy – my crystal ball broke years ago.

Our Unique Process Gets It Done For You in Just 30 to 90 Days

I developed a unique 6-part framework called our "R6 Process" to help create the optimal retirement plan for any business. I wrote a short 36-page how-to guide about what a good plan looks like and how our R6 Process can be used as an operating system any plan.  I invite you to learn more by visiting our educational website at www.goodplan.info.