Peg Creonte Offers Insight on Advisor Opportunity to Engage Employers Enrolled in State-Facilitated IRA Programs

In Lee Barney’s recent PLANADVISER feature, SVP Peg Creonte offers insight into how state-facilitated auto-IRA programs are helping business owners recognize the value of workplace retirement programs. As these business owners and their employees get more familiar with these programs as offered by the state, they become more informed retirement plan prospects for financial advisors. “We believe that over time, as an employer grows its plan and its employees get more comfortable with setting aside money, they could become a source for financial advisers to pursue selling qualified plans to these businesses,” adds Creonte.