Grow your retirement plan practice

An incremental approach may be one of the fastest ways to increase your assets under management.

DEFINED CONTRIBUTION SALES IDEA

Build a more profitable practice with just 2 plans per year

Learn how a measured approach to growing your practice can pay off in the long run.

Winning just 2 plans a year can add up over time

A chart shows a hypothetical 10-year progression, where plan assets under management increase by 2 plans per year, one takeover plan and one startup plan. Each takeover plan has $2.5 million in assets and 30 participants and assumes $150,000 in annual contributions. Each startup plan has $0 in assets and 30 participants and assumes $150,000 in annual contributions. It's assumed plan assets will grow an average of 8% annually. After the first year, a plan manager would have 2 plans, $2.8 million in new assets and 60 retirement plan participants. By the end of the tenth year, they would have 20 plans, over $60 million in assets and 600 retirement plan participants.

Hypothetical example for illustrative purposes only; not intended to portray an actual investment. Example assumes (1) the addition of one startup and one takeover plan with $2.5 million in assets each year, (2) that each plan has 30 participants and adds $150,000 a year in new plan contributions, and (3) a hypothetical 8% annual growth rate on assets.

Why do retirement plans offer so much growth potential?

Strength in numbers

Instead of individuals who may invest sporadically, retirement plans are aggregated groups of income-earning employees with incentives to invest regularly.

Retirement plan assets are “sticky”

Even during market declines, participants tend to keep their money in their accounts, and many continue investing through their payroll deductions.

Plans are gateways to more business

You may have additional opportunities to help participants, such as with college savings, individual retirement accounts (IRAs), rollovers and retirement income.

We'll show you how to get started

BUILD BUSINESS

Expand your practice with retirement plans

Learn three steps to help you find good leads and establish relationships with new retirement plan clients.

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WIN PLANS

Turn plan sponsors into takeover prospects

Asking five simple questions may help you prompt plan sponsors to consider a change.

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MEET CLIENTS' NEEDS

Find the right retirement plan for your client

Use this step-by-step guide to gather the information you need to deliver the best retirement solution.

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Need help?

Your retirement plan counselor is ready to help you prospect and win plans.

call (800) 421-9900
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