News For You
March 2010, Issue 3 |
Greetings!
As my colleague in Southern California likes to say, trying to change a retirement plan's administrator/recordkeeper is like trying to sell Bentleys in Tijuana! These services have become more of a commodity and even fewer are likely to switch vendors.
Where there is traction is with the retirement plan adviser. As Fred Barstein notes in his article, Dramatic Changes Coming to the 401k and DC Market...
"The real winners in this market are the advisers. More than 80% of plans with less than $100M in plan assets use financial advisers... experienced advisers have never had a better chance to speak to plan sponsors about how they can help the company and their employees."
A recent research project by Hewitt Associates & Financial Engines further confirms that, "401k plan participants using professional investment help experience better returns on their retirement investments than those who do not..." To read more, click here.
So...get out and visit your clients today. You have a valuable story to tell! In the meantime, we are here to help you close new plan business and convert existing qualified retirement plans!
My best,
Sheree Tallerman
PlanPerfect Retirement
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AND NOW FOR SOMETHING COMPLETELY DIFFERENT! |
| Every now and then I find great Google shortcuts and tips that make my day a little easier and get me results faster. Here are three. Give them a try! (they are adapted from Randolph Hock, author of The Extreme Searcher's Internet Handbook):
1. Track your flight:
Find out if your flight is on time by entering your airline and flight number directly into the Google search field. You can also go to www.faa.gov to find out if your flight is still in the air!
2. Trim the fat on your Google Search:
Let's say you want to find information about jaguars--the animal, not the car or the sports team. Place a hyphen before the terms you want to exclude. For example: jaguar -car -football. This will omit pages with those words.
3. Who knew quotation marks could be so powerful?
Using quotation marks around a phrase or a person's name ("Sheree Tallerman") can eliminate many of the irrelevant links you would otherwise turn up. |
