Q2 Newsletter
Welcome to Summer with Endeavor Retirement!
As the days grow longer and the sun shines brighter, Endeavor Retirement is embracing the energy of the season! In this summer edition of our newsletter, we’re excited to share upcoming events, availability of newly launched resources, and insights designed to support your continued success.
Whether you’re planning client meetings or planning a vacation, we’ve got the tools and tips to help you make the most of Q3. Let’s make this summer a season of growth, connection, and momentum!
Don’t Miss Our Q3 Advisor Events!
Join us this quarter for two high-impact sessions, designed to keep you ahead of the curve and bring added value to your client relationships:
- Q3 Advisor Coaching & Practice Management Session – Get ready to prepare for your Q3 client meetings with our latest tools and resources. In this session, you’ll get a first look at what’s new and learn how to seamlessly integrate these materials into your conversations with clients. Walk away with practical strategies to keep clients informed and deliver exceptional value with every interaction.
Wednesday, July 9 1:00 pm CT
- Q3 Litigation Series Webinar – Save the Date! Join us for our upcoming litigation update, where we’ll break down the most important legal developments from Q2 and explore their implications for your fiduciary responsibilities and client conversations. This session will provide timely insights to help you stay informed and proactive.
Mark your calendar:
Tuesday, August 12
1:00 PM CT
An official invitation will be sent in early August—stay tuned!
Whether you’re looking to sharpen your strategy or stay informed on the latest trends, these sessions are built to support your success.
Managed Account Bootcamp Recap
At the recent Managed Account Bootcamp at NAPA Summit in Las Vegas, we explored key considerations that advisors and plan sponsors should keep in mind when evaluating or implementing managed accounts in retirement plans. Some of these considerations include but are not limited to:
1. Alignment with Plan Goals
Managed accounts should directly support the broader objectives of the retirement plan. Ask yourself:
- Does the service encourage better savings behavior among participants?
- Does it improve overall retirement readiness?
- Is it aligned with the plan’s investment philosophy and tailored to participant needs?
2. Understanding Participant Demographics
The effectiveness of managed accounts often depends on who is leveraging the service. Consider:
- Are there older participants or those nearing retirement who could benefit from personalized advice?
- Do younger participants require this level of customization?
- What are the engagement levels; will participants benefit from the service?
3. Cost and Fee Transparency
Managed accounts may involve additional fees, so it’s important to weigh the value. Remember to:
- Assess whether the benefits justify the cost.
- Understand the fee structure including potential plan-level fees and participant-level fees.
- Identify and understand any potential conflicts of interest.
Managed accounts can be a value-add and a strategic tool for advisors looking to scale efficiently while maintaining high standards of fiduciary care. Contact Us to learn more key considerations when evaluating managed account options.
Christine kicked off her trip with an incredible safari in Pilanesberg National Park, witnessing the majesty of elephants, lions, giraffes, and rhinos in their natural habitat. The early morning game drives and golden sunsets over the savannah made for truly magical moments. Christine and her fiancé, Brendan, quickly decided that what was supposed to be a once in a lifetime trip, would be the first of many safari adventures to come.
After the safari, they headed to Cape Town, a city known for its vibrant culture, stunning landscapes, and rich history. From exploring the colorful streets of Bo-Kaap to taking in panoramic views from Table Mountain, every day was filled with awe-inspiring sights.
A highlight of the trip was visiting the Cape of Good Hope, the southwestern most point of the African continent. Standing at the edge of the continent, where the Atlantic and Indian Oceans meet, was a powerful and humbling experience.
