Taking Clients Beyond the Quick Fix

A retirement plan is a critical business asset that should be part of any merger and acquisition review and plan. Taking the first steps may require a retirement advisor to collect data, assess coverage requirements, perform some aggregate testing and review compliance. Mergers create a need for a multi- plan conversion strategy. And retirement plans begin to work harder for your business with due diligence on the funds, the plan design and participant pricing and educational resources.

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