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Facing stiff competition from four firms in a high-stakes finals presentation for a $100 million defined contribution plan takeover, an advisor sought a distinctive approach to differentiate and win the business.
The advisor partnered with the Retirement Learning Center Resource Desk to conduct a comprehensive 5500 Deep Dive, uncovering opportunities for plan design improvements beyond the existing investment lineup. Retirement Learning Center provided a live consultation, helping craft targeted talking points focused on plan features and corrective actions.
Armed with these insights, the advisor led a strategic, consultative discussion with the plan sponsor that highlighted unique value beyond investments alone.
As a result, the advisor secured the $100 million plan, earning praise from the sponsor for a “unique focus on plan design” while competitors “only addressed investments.” Retirement Learning Center’s support proved instrumental in positioning the advisor as a trusted, consultative partner.
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