Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Most advisors manage everything for their clients—except the account that may matter most. The 401(k), 403(b), or 457 sitting inside an employer plan is often a household’s largest asset, and nearly all of it goes professionally unmanaged. Alex Barned, National Sales Director at Absolute Capital Management, explains how the firm’s W.I.N. platform aims to close that gap, and why the advisors already in the space keep expanding their business there.
Dynasty Financial Partners has a new role as the Official Wealth Management Partner of the United Football League (UFL). This partnership unites two organizations defined by bold thinking, entrepreneurial spirit, and a shared commitment to rewriting what's possible — on the field and beyond.