If you’ve ever asked, “what is a custodian?” in the financial services industry, you’re not alone. The financial world is filled with terms and titles that consumers have to sift through.

Your clients have unique challenges. They need an account management team that will deliver. Here are a few things your clients should expect from every account management team.

Missing or non-responsive former employees can drain plan resources, impairing effective plan administration and exposing you to potential fiduciary risks. Automatic rollovers remain the industry-accepted solution for reconnecting participants with their accounts.

HSAs are a great way to pay for health care expenses with tax-free money. Here’s what you need to know about HSAs.

Financial planning for retirement can be broken down into actionable steps. Let’s take a look at how to get started and what mistakes to avoid.