Recently a survey was conducted by the Brightwork Partners, of 100 financial consultants and advisors that are actively advising on corporate retirement plans. “Actively” is the key word here because this is really telling as a quick cartography of the industry landscape. Only 10% of these advisors received 51%-100% of their income from managing retirement plans.

Now that you have your prime directive in place, let’s talk about why it’s important for your employees, your company culture, and the sustainability of your business. 

When it comes to building your retirement plan, before you do anything you need to know what your prime directive is in relation to benefits and retirement for your employees, your company culture, and the sustainability of your business. 

So...what do you think is a successful retirement plan? Ever thought about it? Here are some ways to think in terms of defining your organization's plan's success. (If you haven't thought about it, click here for our white paper on the subject.)