Intelligence

The Best Way for Retirement Plan Advisers Who Specialize in Micro Plans to Grow Their Business

Reporter: Lee Barney

Publication: PLANADVISER

Contact: iq@fullyvested.com

Deadline: Jun 23, 2017 12:00 pm

What is the best way for retirement plan advisers who specialize in micro plans, i.e. plans with $10 million or less in assets, to grow their business? Is it preferable to move up market or just take on more plans? Which is an easier path? In other words, which path offers the least competition? If the adviser decides to move up market, how do they go about that?

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