Retirement

Broadening Retirement Access Through Client Education, Investor Engagement, and Practical Product Strategy

At Sethi Clarity Advisers, we help financial institutions, asset managers, and retirement platforms make retirement solutions easier to understand, adopt, and use.

We advise firms on retirement plan education, participant engagement, and access-expansion strategy, with a particular focus on small businesses, plan sponsors, participants, and underserved markets. Our work helps firms translate complex retirement, fiduciary, regulatory, and product considerations into practical strategies, investor-facing content, webinars, thought leadership, and engagement tools that support better retirement outcomes.

We also advise on innovative defined contribution solutions, including private assets, guaranteed income, and other retirement products, helping firms assess market opportunity, fiduciary considerations, regulatory positioning, distribution strategy, and participant-centered education.

Our Expertise

Strategic Guidance for Financial Institutions

Sethi Clarity Advisers helps financial institutions identify opportunities to expand retirement access, strengthen participant engagement, and communicate retirement solutions more effectively.

Our work includes support for Capital Group’s small-business retirement initiatives, including research and strategic guidance focused on improving retirement plan access for small businesses.

Jasmin’s service on the SEC Small Business Capital Formation Advisory Committee and FINRA’s Market Regulation Committee reflects the regulatory insight she brings to helping clients navigate evolving retirement, investment, and compliance landscapes.

Retirement Access and Participant Engagement

We advise firms on strategies to broaden access to retirement savings, particularly for small businesses, freelancers, underserved workers, and other audiences that may not be well served by traditional retirement plan distribution models.

This includes helping firms develop education, outreach, and engagement strategies for plan sponsors, participants, RIAs, intermediaries, and individual investors.

Financial Product Content and Investor Education

Investor education is central to our retirement work. We help firms create clear, credible, and actionable content that explains retirement options, investment products, plan features, and long-term savings strategies.

Our work spans white papers, short-form explainers, webinars, digital content, thought leadership, and client-facing education designed to help different audiences understand their options and make more informed decisions.

Innovative Defined Contribution Solutions

We advise on defined contribution innovation, including private assets, guaranteed income, annuities, and other retirement solutions that require careful attention to fiduciary, regulatory, product, distribution, and participant education considerations.

We help firms evaluate how these products fit within the retirement market, how to communicate their value clearly, and how to design education and engagement strategies that are practical, marketable, and participant-centered.

Tailored Solutions for Diverse Markets

Different retirement audiences need different forms of education, engagement, and product positioning. We help firms tailor retirement plan access, investor education, and financial product content for plan sponsors, participants, small businesses, individual investors, and more sophisticated institutional or intermediary audiences.

The goal is to make retirement solutions not only technically sound, but understandable, adoptable, and useful in the real world.