Review our resources for client conversations.
Help clients understand how our distinct business model funds innovative medical research.
We're always looking for exceptional team members.
This comprehensive evaluation provides advisors with a process for examining and documenting their clients’ overall administrative roles and responsibilities, and to highlight a prudent fiduciary process.
Plan Health Pro provides a summary report upon the completion of a series of questions offering guidance on plan health, retirement readiness and due diligence. The report provides discussion points with the plan sponsor for improving plan effectiveness.
American Century Investments® developed Plan Health Pro to help retirement professionals organize information to effectively fulfill regulatory responsibilities and to consistently evaluate plan effectiveness. The resource may also be a valuable prospecting tool as it helps:
For more information about Plan Health Pro, please contact your DCIO sales representative or the internal sales desk at 1-800-345-6488.
Plan Health Pro helps assess a plan's overall health and offer an ongoing process of evaluation and documentation.
This information is intended for general information on the subject of retirement plans for your educational use. It is not intended to be used as a legal opinion, or serve as a legal advice. Please consult an attorney for specific guidance on retirement plan design, Investment Policy Statements, employee education and communication, and service responsibilities.
The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
Source: Employee Benefit Research Institute - 2013 Retirement Confidence Survey