IDC WIN Workplace Solutions and COMMON WEALTH
An opportunity too good to ignore!
Group retirement & savings is a great business for our advisors
The emergence of the hybrid workplace, high demand for top talent, and a tightening economic climate are driving employers to revisit their compensation structure to stay competitive in today’s labour market.
By introducing modern group retirment & savings plans, you can:
tap into a $2T (and growing) market
serve untapped markets (like SMBs)
open opportunities for higher client value
deepen your client relationships
build a compounding revenue stream
increase the value of your practice
Common Wealth: The modern group retirement & savings solution
Common Wealth offers a fresh approach to retirement benefits with an award-winning digital platform, innovative features, automated processes, superior service, and low fees for all company sizes. Their streamlined member experience and low fees for life promote higher plan participation and encourage members to continue contributing to their plan even after they’ve left their employer.
“Part of what I've seen with Common Wealth is that they share with us at IDC WIN Workplace a deep commitment to our advisors’ success. Partnering with Common Wealth means unlocking the ability to build a thriving retirement benefits practice in a more efficient way, significantly reducing low-value administrative tasks (i.e. reducing your costs), and increasing high value client touchpoints.” David Emanuel Vice President & Head of Workplace Solutions IDC Worldsource |
Mac, Advisor at Elementus Wealth Management How IDC WIN and Common Wealth | IDC WIN and Common Wealth make it easy and rewarding to offer Group savings plans. |
For more information or to get started:
Theresa Devine
Group Business Consultant, IDC WIN Workplace Solutions