Filed Under:Life Insurance, Life Planning Strategies

Retirement plan market beckons, but RIAs hesitate

TD Ameritrade survey finds advisors need more information and guidance

Relatively few RIAs service 401(k)s and other employer-sponsored retirement plans even though the market beckons as a huge growth opportunity, according to a new study.

A recent TD Ameritrade Institutional Advisor Survey found that advisors want a deeper understanding of the rules and more guidance in pulling together components they need to service the U.S. retirement plan market.

The survey underscored that RIAs have business-owning clients and that they have the expertise to service them, TD Ameritrade said.

Still, half of the advisors said they would like to develop a firmer understanding in the areas of retirement plan compliance and regulation. More than half wanted more education about the retirement market.

Originally published on ThinkAdvisor. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

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Nichole Morford

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