Retirement

Broadening Retirement Access Through Strategic Insights and Investor Education

At Sethi Clarity Advisers, we partner with financial institutions to develop and implement strategies that broaden access to retirement plans for small businesses, freelancers, and individual investors. Our expertise lies in helping these institutions navigate complex regulatory environments and tailor retirement products to diverse markets.

Our Expertise

Strategic Guidance for Financial Institutions: Leveraging over a decade of experience in the fund industry, Jasmin Sethi provides financial companies with the insights needed to expand their retirement offerings. Her roles on the SEC Small Business Capital Formation Advisory Committee and FINRA’s Market Regulation Committee reflect her deep regulatory insight, which she uses to help clients navigate evolving compliance landscapes. In addition through our work as a part of Capital Group’s Small Business Advisory Council we worked to help improve access to retirement plans for small businesses.

Innovative Retirement Products: We assist in the design and research of retirement products that meet the unique needs of various market segments. This includes incorporating private funds and annuities into retirement accounts, ensuring these products are accessible and beneficial for small business employees and individual investors.

Investor Education and Literacy: A key component of our mission is to enhance investor literacy. We provide financial companies with the tools and expertise to educate their clients about the best retirement options available, empowering investors to make informed decisions tailored to their specific needs.

Tailored Solutions for Diverse Markets: Our deep understanding of the retirement landscape allows us to guide financial institutions in identifying which retirement plans and products are best suited for different audiences, from 401(k) plans for small businesses to innovative investment options for individual retirees.

For more information on how we can help your institution expand retirement plan access and enhance investor education, please contact us at sethiclarityadvisers@outlook.com.