Retirement advisor communication during plan implementation
About this lesson
Advisor communication is an important part of successful retirement plan implementation. Tom Allgor, vice president of implementation, ADP Retirement Services, explains how his team works with retirement advisors to understand communication preferences, implementation goals and client expectations before onboarding begins. ADP Retirement Services helps organizations design retirement plans that balance the business’ growth and people’s long-term retirement goals. Learn more about how we support retirement planning: https://adp.com/retirement *Key takeaways:* + *Advisor communication:* Aligning implementation expectations early + *Retirement onboarding:* Supporting coordinated client experiences + *Service planning:* Understanding advisor communication preferences *This video can help:* + Financial advisors supporting retirement clients + Employers implementing retirement plans + Plan sponsors coordinating onboarding communication *Retirement solutions and features:* + Advisor communication coordination + Retirement implementation support + Client onboarding planning resources *Timestamp highlights:* + 0:00: Working with retirement advisors during implementation + 0:18: Understanding advisor communication preferences + 0:30: Supporting coordinated retirement plan onboarding *FAQs* *Why is advisor communication important during retirement plan implementation?* Advisor communication helps align onboarding expectations, implementation workflows and client servicing preferences before retirement plan implementation begins. Early coordination can improve communication consistency and support smoother retirement plan onboarding. *How does ADP Retirement Services work with retirement advisors?* ADP Retirement Services communicates with advisors before implementation begins to understand communication preferences, onboarding expectations and retirement plan servicing needs. This helps support a more coordinated client experience. #FinancialAdvisors
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