{"id":22993,"date":"2024-12-31T20:43:26","date_gmt":"2024-12-31T20:43:26","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2024\/12\/31\/offer-fee-based-advice-at-the-worksite-wealthramp-\/"},"modified":"2024-12-31T20:43:26","modified_gmt":"2024-12-31T20:43:26","slug":"offer-fee-based-advice-at-the-worksite-wealthramp","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/12\/31\/offer-fee-based-advice-at-the-worksite-wealthramp\/","title":{"rendered":"Offer Fee-Based Advice at the Worksite: Wealthramp"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/910232996\/0\/thinkadvisor.jpg\"><img decoding=\"async\" src=\"https:\/\/feeds.feedblitz.com\/-\/910232996\/0\/thinkadvisor.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/k2-prod-alm.s3.us-east-1.amazonaws.com\/brightspot\/8c\/d8\/616e436f4e1a8749115948db8bcc\/unconventional-path-adobestock-640x640.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p><!--&gt; \n\n<div data-v-dede5a56>\n\n<p>An advisor should understand a worker's family situation, financial resources, cash payment needs and required minimum distribution constraints, and, when an annuity is involved, \"somebody has to read the contract,\" Krueger said. <\/p>\n\n<\/div>\n\n--> <!--&gt; \n\n<div data-v-dede5a56>\n\n<p><b>What it means:<\/b> Regulators and employers could eventually come to see offering retirement plan participants information about outside advisory services as part of a plan sponsor's fiduciary duty.<\/p>\n\n<\/div>\n\n--> <!--&gt; \n\n<div data-v-dede5a56>\n\n<p>That kind of thinking could create new opportunities for outside advisors to connect with the plan participants.<\/p>\n\n<\/div>\n\n --> <\/p>\n<div data-v-dede5a56>\n<p><b>The mechanics:<\/b> Wealthramp describes itself in regulatory filings as a firm that earns referral fees by generating leads for financial planners, not as a firm that provides investment advice or manages investment assets itself.<\/p>\n<\/div>\n<p><!--&gt; --> <\/p>\n<div data-v-dede5a56>\n<p>The advisors can help clients with tasks such as divorce financial planning, education planning and special needs planning, as well as with retirement asset rollovers and retirement income planning.<\/p>\n<\/div>\n<p><!--&gt; --> <\/p>\n<div data-v-dede5a56>\n<p><i>Credit: Adobe Stock<\/i><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>The mechanics: Wealthramp describes itself in regulatory filings as a firm that earns referral fees by generating leads for financial planners, not as a firm that provides investment advice or manages investment assets itself.&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":22994,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/01\/offer-fee-based-advice-at-the-worksite-wealthramp.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22993"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=22993"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22993\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22994"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}