Jul 22, 2020
Personalized advice provides retirement plan participants with a number of benefits, particularly during periods of uncertainty. However, offering this kind of help can be challenging—for both you and your qualified plan clients. Newport’s Managed Account service makes it easy for you to offer your defined contribution plan clients a cost-effective scalable solution for personalized advice to their employees—critically important in times of market volatility. And best of all, our service was designed with our advisor partners in mind.
Newport’s Managed Account service is a new way to grow your business and further strengthen relationships with clients. Led by Newport’s thought leaders, this webinar explores four key ways that our Managed Account service can help you meet your business needs.
If you would like a personal demo on our Managed Account service, contact your Newport representative or request a proposal.