Power Up Your Business With New Research Insights

June 28, 2024

Rich data is important to you and your business. That’s why you’re here. Staying on top of trends ensures your expertise exceeds your clients’ expectations.

Check out Enhancing Retirement Plan Engagement for fresh insights from our recent participant survey.

Sales Insights & Tools

More About Sales Insights & Tools

Advisor Spotlight: Setting a Plan Up for Success

How can you showcase your unique value to clients? Learn more about strategies that can help from Matt Voecks at Pensionmark Financial Group.

Q&A With a TPA: Jeff Schreiber of Prime Pensions

How can partnering with a TPA help you grow your retirement plan business? Jeff Schreiber, our TPA partner at Prime Pensions, shares insights on developing a successful relationship.

Why Employee Financial Wellness Is a Top Concern for Your Clients

Help your clients understand employee financial stress and the effect on their businesses. Can financial wellness resources make a difference?

Managed Account Solution Powered by Personalization

TargetPro Portfolios is a new professionally managed account solution for retirement plan participants.

No. 1 Ranking for The Standard in 2023 PLANSPONSOR Survey

We’re honored to be recognized in PLANSPONSOR Magazine’s 2023 Best in Class survey.

Saving for the Future Is Heavy on the Minds of Gen Z

We surveyed Gen Zers and 93% of them say a retirement savings plan is important to them. Get more key findings from our new research.

New Stable Asset Fund Option for Recordkeeping Clients

Our newest stable value fund for retirement plans is available to new recordkeeping clients on The Standard’s platform.

What You and Your Clients Need to Know About PEPs

Do you think a PEP is the right option for your retirement plan clients? An expert at The Standard goes over what you and your clients should know about pooled employer plans.

Resources to Help You Meet Your PEP Sales Goal

We have resources to help you increase your PEP sales in 2024. Check them out.