Investment Advice with Proven

Results

We Speak RetirementThe Adviceware program, built on Nobel Prize -winning research, provides proven results for employers and their employees. A recent study found that plan participants who used investment advice, on average obtained a median annual return 3% high than participants who did not use advice.

Adviceware offers benefits for financial professionals and organizations:

Financial Benefits

  • Increases ancillary business opportunities
  • Enhances/increases value proposition for advisor to plan
  • Provides 3(21) fiduciary protection for participants
  • Search engine identifies rollover opportunities

Human Resources Benefits

  • Simplifies education/enrollment meetings
  • Works with participants in multiple locations
  • Helps leverage advisor time while increasing efficiency

Administrative Benefits

  • Documents processes and provides reports for advisor to use with plan sponsors
  • Automatically sends participant reminders
  • Tracks participants recommendations correlated with elected portfolios
  • Provides thorough participant communication