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
