Close Close

Retirement Planning > Retirement Investing

American Epress Develops Formal Plan Analysis Strategy

Your article was successfully shared with the contacts you provided.

American Express Financial Advisors has come up with a new approach for helping employers review their retirement plans.[@@]

The company’s retirement services unit will be using a 3-stage “BluePrint” process to review plan demographics and performance, come up with a set of general goals, and develop specific recommendations about products and services that might help an employer meet the goals, according to AEFA, Minneapolis.