FINANCIAL ADVISORS
As an Advisor, your clients’ retirement plans contain many former employees with 401(k) balances of less than $5,000. The cost to maintain these employees in the plan is typically subsidized by the current employees with higher account balances.
The recordkeepers that service your clients’ plans have no incentive to get these former employees out of your current retirement plans because it reduces their revenue. Your clients, however, have a fiduciary obligation to remove low balance former employees who remain in the plan.
Inspira can help you provide a value added service to your clients by removing participants with account balances of less than $5,000 who refuse to take a distribution. Inspira automatically rolls those assets into an IRA at no cost to you or your client. Inspira takes over immediately and handles the entire process.
In addition to helping your clients meet their fiduciary obligations, Inspira will compensate you annually for every IRA established by Inspira through this process. It’s truly a win-win situation for you and your client.
|
Call Inspira today to start offering your clients more while increasing your revenue.
1-877-472-1872
or e-mail Inspira at sales@inspirafs.com
LEARN MORE ABOUT INSPIRA BY CLICKING ON THE LINKS BELOW: |
PLAN SPONSORS / Lower operational costs for your plan.
FINANCIAL ADVISOR / Maximize your time and money.
TPAs / Retain assets you've been losing.
PAYROLL COMPANIES / Efficient payroll deduction IRAs.
|
