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 bring Retirement plans an innovative products to under served groups, such as small businesses and freelancers. We help financial institutions navigate and, indeed take advantage of, opportunities presented by the highly regulated US retirement market. We help financial institutions tailor retirement plan access and a variety of financial 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.

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.

Jasmin’s 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.

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 annuities to the inclusion of alternative assets in 401(k) plans.

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