Service Model Strategies with Samples
In this PDF, you’ll find an overview of best practices and what to include in your service model for small, mid, large, and super-size plans.
All plans should have a minimum level of service, but how you deliver that service varies by plan size, committee size, etc.
As plan assets grow, so does risk. Adding additional documentation and services allows you to offer tremendous value for your plan sponsor clients.
Review the PDF and identify a scalable service model for your practice.
If you want to use the graphics shown in this strategy guide, you can access the PowerPoint file (original graphics) here.