How Successful Advisors Conduct Annual Retirement Plan Reviews

Mary Gordon AIF®, CPFA, National Accounts Sales Manager

Kristen Solo Senior Attorney, The Standard

Ken Schlosser AIF®, Relationship Manager III

Jason Richmond, Senior Regional Investment Consultant

June 23, 2021

Do your plan reviews help build your client’s retirement plan’s success? Are you taking advantage of the opportunity to show your value?

On this webinar, we review: 

  • plan review best practices
  • how to meet legal and fiduciary requirements
  • ways to share your consulting value
  • which documents you’ll need to use (includes a library of sample documents)
  • how plans with failures have corrected them

Download Webinar Slides