PLANADVISER Features Christine Sivak on Opportunities in Small Retirement Plans

PLANADVISER features SEIA Financial Advisor Christine Sivak in a discussion on the opportunities and service needs associated with small retirement plans.

SEIA Financial Advisor Christine Sivak spoke with PLANADVISER about how technology, specialized guidance and efficient service models can help advisers support small employers and their retirement plans.

Read on PLANADVISER

September 1 2026

PLANADVISER featured SEIA Financial Advisor Christine Sivak, AIF®, CPFA®, QKA®, in an article examining why small retirement plans can present meaningful opportunities for advisers, employers and participants.

Christine discussed how technology and automation can make it more efficient to serve smaller plans while allowing advisers to focus their time on areas that require experience, judgment and specialized guidance.

She also highlighted the value advisers can provide to smaller employers that may not have dedicated benefits departments, investment committees or internal resources focused on the responsibilities involved in managing a retirement plan.

Christine noted that smaller plans do not necessarily require less advice or service, but rather a different delivery model designed to provide appropriate investment monitoring, accessibility and fiduciary support.

Read the full article on PLANADVISER.

Filed under

Third Party Site

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness
or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your
use of the websites you are linking to.

Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly,
as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.