457(b) plan sponsor clients are looking for an easy enrollment process, real-time analytics, and investment offerings that align with their diverse participant demographics.

Meet Maria
  • Director of personnel for a mid-sized city
  • 457(b) plan

What she thinks about as director of personnel

  • Offering her employees quality investments
  • Choosing a Qualified Default Investment Alternative (QDIA) from a slate of options
  • Streamlining enrollment, making it easy for participants to take action
  • Treating all employees equally
  • Administering a plan and the workload it requires
  • Offering pre-retirement planning support and access to post-retirement guidance

Questions to uncover the opportunity

  • What are your pain points with your current plan?
  • What percentage of your employees enroll in the current plan? 
  • Has there ever been a question about your current plan that you couldn't answer?
  • Do you feel that your current plan’s technology is a good match for your company and your employees? 
  • Are you satisfied with the investment options in your current plan?