Retirement

Nominated as one of 401kwire's 300 Most Influential Defined Contribution Plan Advisors, Briskin Consulting President Jeff Briskin provides:

  • strategic marketing programs;
  • client research and thought leadership; and
  • writing and creative services support

...to help investment companies, TPAs, and investment advisors gain new 401(k) plan clients and strengthen relationships with existing clients and educate participants more effectively.

For these services Jeff can leverage more than 10 years of experience developing successful online/offline retirement marketing, investor education, and client communication strategies and programs for Fidelity Investments, Bank of America, and other companies.

New: The Fiduciary Fitness Program

ERISA’s new rules around fee disclosures and its proposals around redefining the role of ERISA fiduciary are going to transform the way investment companies, broker-dealers and TPAs sell and service plans in the coming years. Companies that wish to remain in the business must ask themselves:

How prepared are we to meet the demands of this new era, and how do we address our fiduciary knowledge gap?

Briskin Consulting can help your firm answer these questions through its new Fiduciary Fitness Program. This modular collection of training and business assessment tools provides the information and knowledge your sales, investment, and client service associated need to succeed in the Year of the Fiduciary.  These resources include: 

  • The Fiduciary Fitness Test, a knowledge assessment tool that can be used to create a benchmark of  ERISA fiduciary knowledge among retirement sales, investment, and client service professionals
  • Fiduciary 101, a user-friendly, interactive training program that will help your salespeople, client managers and investment advisors improve their “fiduciary IQ.”
  • The ERISA Fiduciary Checklist, a tool you can use to identify aspects of your sales, operations, marketing and compliance processes that will need to be changed to accommodate ERISA’s new rules around fee disclosures and fiduciary responsibilities
  •  Fiduciary Insights, a series of articles designed to help 401(k) plan clients gain a greater understanding of their fiduciary responsibilities. The series covers issues ranging from managing fees to developing effective investment policy statements.
Briskin Consulting can also work with your marketing and sales teams to review existing processes and materials to determine where changes may need to be made to accommodate ERISA’s new fiduciary rules. 
 
 

Retirement Insights & Education

 
Why do plan sponsors select, stick with, and switch plan providers? Download the free Briskin Consulting Study of Small Retirement Plan Sponsors and find out.
   
 



 
Retirement Research & Thought Leadership
 
 
 
 Retirement Marketing Materials and Samples
 
  • 401(k) plan brochure for Emplanet, a provider of online recordkeeping services
  • Sales web site used by Alliance Capital advisors to sell Emplanet's services under its private label
  • Overview of Briskin's Catch-Up Calculator, an interactive tool designed to help plan sponsors' estimate catch-up contributions for eligible participants.

 

To learn how Jeff Briskin can help your company improve its sales and marketing initiatives, feel free to contact him today at 508-934-6252 or email him at jeffbriskin@hotmail.com.