FRP is hiring a Retirement Services relationship manager for Advus's 401(k) clients and a financial planning advisor for LBW, and it runs a separate Wealth & Retirement Salesforce org. Its own post argues that a CHRO "does not want to find and work with multiple providers". But foundationrp.com's Solutions menu has no retirement or wealth page, the Employee Benefits page never says "401(k)", and the contact form has no retirement option. An HR leader buying benefits from FRP cannot tell that the same firm can run the company's retirement plan, while Alera Group and World Insurance put retirement and wealth in their main navigation.
First action
Write the Retirement & Wealth page from the Advus and LBW service lists.
How to measure it
Retirement and wealth inquiries
- Now
- –
- Target
- 15 a quarter
- By
- 2 quarters
Steps
List the services
Retirement plan, fiduciary and planning services across Advus, LBW and others.
Client Relationship Manager-Retirement Services 2 days
Compliance review
Advertising rules for retirement and advisory services.
Compliance 1 week
Write the page
Services, who it is for, the agencies behind it, one call to action.
Marketing and communications lead 3 days
Add to navigation
Solutions menu, Employee Benefits and Life pages.
Marketing and communications lead 1 day
Update the form
Add "Retirement plans" and route to the Wealth & Retirement org.
Salesforce Enablement Lead 2 days
Brief account managers
Mention the page in every benefits renewal.
Regional Vice President of Employee Benefits Operations 1 week
Report
Inquiries and opportunities created each month.
Salesforce Enablement Lead monthly
Why it works
Add a "Retirement & Wealth" item to the Solutions menu with one page: 401(k) and retirement plan consulting (fiduciary support, plan design, ERISA compliance), executive and individual planning, and the FRP agencies that deliver it. Link it from Employee Benefits and Life pages, add "Retirement plans" to the contact form's needs list, and route those requests to the Wealth & Retirement Salesforce org. Ask every benefits account manager to mention the page at renewal.
Employers already trust FRP with benefits; a visible retirement offer turns each benefits client into a second-line opportunity and gives the new retirement and planning hires inbound demand.
Ready to use
ChecklistRetirement & Wealth page list
[ ] Solutions menu item [ ] 401(k) and retirement plan consulting section [ ] Executive and individual planning section [ ] Agencies that deliver each service [ ] Compliance-approved wording [ ] Contact form option routed to Wealth & Retirement Salesforce [ ] Links from Employee Benefits and Life pages
Risks and how to handle them
Advisory rules differ from insurance rules
Have compliance approve every claim on the page.
Agencies market retirement under their own brands
Show the agency names on the page and link to them.
Evidence
- HiringClient Relationship Manager-Retirement Services (remote, posted October 8, 2026) for the Advus team: "comprehensive relationship management support to our Retirement Plan Advisors" for "401(k) and other retirement plan services", acting as "an internal ERISA and 401(k) expert". A Financial Planning Advisor for the LBW team (Valencia, CA, posted October 12, 2026) will "Prepare and deliver financial planning sessions, presentations, or seminars to drive new business" and "Contribute to developing new sales & marketing strategies".Source
- HiringSalesforce Enablement Lead (remote, posted October 13, 2026): drive "adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms", "two distinct Salesforce organizations", and "Lead the Salesforce enablement workstream for new agency onboarding".Source
- Your websiteThe Solutions menu offers Employee Benefits, Personal Lines, Property & Casualty, Life, Disability and LTC, five specialty practices and Risk Management; there is no retirement plan or wealth management page. The Employee Benefits page never mentions 401(k) or retirement, although the West Region page lists "401(k), Medicare plans" under employee benefits and Advus Financial Partners appears in the agency list.Source
- Your websiteThe contact form asks for state and city and "What best describes your needs?" with six options: Insurance Coverage, Employee Benefits, Risk Management, Claims Support, Multiple Services, Other. Every "Consult With a Broker" button on the solutions pages and every "Learn more" link on the Industries page goes to this one form.Source
- Your websiteNews post, September 8, 2025, "A Complete Insurance Solutions Ecosystem": The Westport Group's new Chief Development Officer writes that "the modern-day demand is for one partner that will address and manage their complete financial need" and that "if I am a CHRO working with my trusted benefits advisor, I do not want to find and work with multiple providers"; FRP is "rapidly growing through M&A and diversification of solutions".Source
- Competitor researchRivals' own homepages: Alera Group's navigation has Financial Services with Wealth Management and Retirement Plans next to its insurance lines; World Insurance Associates says it covers "risk management, employee benefits, and retirement and wealth management services" with "Retirement Plan Consulting" for employers; Acrisure "connects ambitious people and entrepreneurs with the insurance and business solutions they need"; Patriot Growth Insurance Services offers a "national team" with tailored solutions.Source