Robin has facilitated round-table discussions with plan sponsors, feedback and growth seminars with advisors, and presented key marketplace trends in the retirement plan space at conferences such as NAPA and Fi360. Tactical recommendations on how to grow business are the focus of sales conferences and webinar content that Robin delivers on behalf of asset management firms and recordkeepers, where the audience consists of consultants and advisors.
Examples of healthcare work includes ICHRA sales and administration strategy, employer-sold health care product management and distribution (level-funded and ancillary plans), as well as executive communications regarding electronic medical records.
Fee benchmarking is always top-of-mind in health and wealth. Robin has conducted engagements to review all fees and services to identify areas of competitive strength and weakness. One such engagement resulted in $300,000 annual revenue increase for a recorkeeper with no disruption or push back from their clients.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.