We recently hosted our Summer Innovation Webinar, where we shared how our latest innovations are helping advisors grow their GRS practice, and helping bring greater value and service to their clients.
In the past few months, our team has launched new enhancements across Plan Design, Client Stewardship, and Member Education that make it easier for advisors to upgrade clients from legacy plans, ensure their plan is working for them, and drive up employee engagement.
What We Covered
We walk through three major updates that are already making a difference for our advisor partners:
- Enhanced Plan Design: We’ve significantly expanded the range of plan designs while rethinking how members can see what’s available to them and understand their plan.
- Client Stewardship: We’ve launched a proactive program with Common Wealth’s dedicated Client Success Managers to help sponsors and advisors maximize their group plan outcomes.
- Member Education: We’ve released our new “Guide to Retirement” video series in product and online to boost member education and engagement.
What This Means for Advisors
These enhancements help advisors:
- Transition clients off legacy platforms more easily
- Ensure plans are CAP-compliant and work effectively
- Drive up employee engagement through stronger member education
If you have a specific topic in mind or ideas for what we should cover next, we’d appreciate hearing from you. Share the topics or questions you’d like us to include in future webinars so we can focus on what matters most to your business.
