Client Services

Delivering on the promises made to clients quickly and easily is critical to your client retention efforts. So too is your ability to add new services as they are introduced, like a mobile app, for example. This station houses posts that track innovative new services, look at best practices, explain how to measure success, and more.

 

 

 

Client Services

Client Services

By John Iekel3/24/2015 • 0 Comments

Are your clients having trouble building engagement with and participation in a retirement plan? Is your level of engagement with customers moribund? If so, have you considered what the processes you use are like? Are they…fun? READ MORE

By NAPA Net Staff10/24/2014 • 0 Comments

LPL unveiled a new Worksite Financial Solutions mobile application during the LPL Retirement Partners Annual Conference 2014, held in Scottsdale, AZ. The app will serve as an extension of LPL’s Worksite Financial Solutions platform, providing plan participants with access to manage their retirement plan accounts directly from their mobile devices. READ MORE

By John Iekel10/21/2014 • 0 Comments

Retirement plans and health benefits are different things and serve different purposes. Nonetheless, they can intersect functionally — and retirement accounts and health savings accounts (HSAs) are a prime example, as a BenefitsPro report observed recently. READ MORE

By Fred Barstein10/20/2014 • 0 Comments

Are robo-advisors a threat or potential partners for plan advisors looking to serve the mass affluent and Millennials? With the recent partnership between Fidelity’s IWS division, which provides custodial services to RIAs, and Betterment, a four-year-old robo-advisor with 50,000 clients, the answer seems to be “partner.”

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By Matt Iverson10/10/2014 • 1 Comments

Signaling an opportunity for retirement plan advisors, an August 2014 Cerulli report listed helping employees with personal budgeting as the top driver of an appropriate deferral rate. READ MORE