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Focus on Successful Outcomes

Recent anti-401(k) stories in the popular media — most recently this week’s “Retirement Gamble” episode of PBS’ "Frontline" show — have promulgated a meme that misrepresents plan advisors’ role in helping plan participants achieve the goal of a dignified retirement.

How seriously do retirement plan advisors take their responsibility to help bring about favorable outcomes for individual plan participants? Watch this video interview on the new NAPA Network video channel featuring Michael Coelho, AIF, of SageView Advisory Group and Tim Dougherty, MSFS, CFP, ChFC, CFC, of Windsor Financial Group, and see for yourself.

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