Join Ross as he talks with Matt Daniels, Director of Retirement Plans at Wilshire Benefits Group. Matt has been in the industry for over 15 years and has extensive knowledge of employee benefits. We all know the workplace is shifting toward increased integration of benefits that combine to provide holistic wellness to employees. 401(k) plan advisors are actively working to become central to that process. Matt provides a different perspective from a firm that historically has been focused on health benefits and has now deepened its practice to incorporate retirement plan financial wellness benefits. How does having a practice that provides specialists in many benefit areas help make the sales process easier? What two questions does Matt ask to identify his target prospects? Wilshire offers both a 3(21) and 3(38) options-why does Matt think most clients choose the 3(21) option? And what concern does he have about 3(16)? Listen to the end for Matt’s reply to the “magic wand” question Ross poses to every guest.

Resources:

• Wilshire Benefits Group
• Ted McDermott
• Alan Goldstein