The Age of 401(k) Cross-Selling Has Arrived

The Age of 401(k) Cross-Selling Has Arrived

Oh, what a difference a decade makes.  Ten years ago, RIAs with both retail wealth management and retirement plan consulting arms often pledged not to cross-sell their wealth services to 401(k) participants, a move many employers viewed as a conflict of interest. Instead, the plan advisors focused on their employer clients, and wealth advisors only on the rare participant conversion. Today, things look a lot different, a new report from Fuse Res…