Evaluating your agency's retirement plan requires asking the right questions.
Whether you're examining your current plan or designing a new one, these critical inquiries will help you assess if your retirement program truly serves your team's needs and your agency's goals.
The answers to these questions can reveal opportunities to enhance your plan's effectiveness, reduce costs, and strengthen your competitive position in talent acquisition and retention. As retirement specialists focused exclusively on advertising and marketing agencies, we've compiled these essential considerations to guide your decision-making process.
Use these questions when speaking with your current provider or when evaluating new retirement plan options for your agency.
Fees and Cost Structure
Investment Performance and Options
Service Quality and Support
Contact Our Retirement Specialists
Contact our retirement specialists for a complimentary evaluation of your current plan. We'll help you assess how your plan compares to industry standards and identify opportunities for improvement.
