Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products December 6, 2010
ING Adds Education Statement to Adviser Tool
ING Retirement Services has added a tool to its GROW program that focuses on participant education.
Reported by PLANADVISER staff
The “Education Statement” is the latest addition to ING’s GROW program (see “ING Program to Help Advisers, TPAs Build Businesses”).
This value-add tool includes a template that provides a guided, measurable process with an accompanied action plan outlining how an adviser can approach employee education. It also includes a sample template where advisers can customize the components of a sample education plan – ING can help complete this information if the plan is recordkept on its platform. The last page of the statement includes a signed commitment from the adviser to give to sponsors to be kept as part of a plan’s file.
You Might Also Like:
iJoin, Manifest Partner for Retirement Account Consolidation
The companies claim plan participants can find and transfer retirement accounts in under 10 minutes.
Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.