Can you manage your clients’ employer-sponsored retirement account?
85 million U.S. workers have employer-sponsored retirement accounts.¹
These account types differ depending on the industry. Some of the most common industries and their associated plan types are:
Don’t let these critical assets go unmanaged. Getting started is easy.
Use resources such as careeronestop.org and your county’s economic development webpage to identify major employers in your area.
Determine what types of plans your clients have. If you’re unaware of what type of plan a client has, be sure to ask them in your next meeting.
Become knowledgeable about the types of defined contribution plans your clients may have.
¹A Visual Depiction of the Shift from Defined Benefit (DB) to Defined Contribution (DC) Pension Plans in the Private Sector, Congressional Research Service, 2021
²401(k) Literacy Survey, Pontera, 2024