• The Advisor’s Role in Financial Wellness and Plan Termination

  • Oct 31 2024
  • Length: 13 mins
  • Podcast

The Advisor’s Role in Financial Wellness and Plan Termination

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  • Summary

  • Sponsored by: Inspira Financial Trust, LLC

    Financial wellness, automatic rollovers, and plan terminations are currently a trifecta of important topics to which advisors can add real value. In an increasingly commoditized retirement plan space, it’s a way for them to truly stand out in the services they provide to help their plan sponsor and participant clients.

    It’s an area of hyper-focus for Inspira Financial, the result of Millennium Trust Company and PayFlex joining forces recently to become a “devoted partner for health, wealth, retirement, and benefits.”

    Pete Welsh, managing director of retirement and wealth at Inspira Financial, discusses strategies to increase financial wellness for client employees and retirement plan terminations, but begins with a bit about Inspira Financial itself.

    *Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.
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