Research shows employees’ financial situations are getting even more complex.* If you offer participant advice that includes managed accounts, you already know it can be a powerful way to help boost confidence. And, it comes with a fiduciary responsibility to select the right advisory service for your employees’ unique needs.
Whether you already offer an advisory service or are looking for strategies to support employees’ evolving needs, this webcast is for you.
Anthony Karamas with Fidelity Investments will share:
- Insights from the latest research on employee needs
- How strong plan design can help get employees to the advice solutions they need
- Practical tips for managing your fiduciary responsibility in selecting and monitoring providers
Also, visit our site to learn more about Fidelity’s advisory offering that can be available through any recordkeeper.
Speaker: Anthony Karamas, Senior Vice President, Fidelity Investments
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