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How Successful Advisors Conduct Annual Retirement Plan Reviews

Broadridge

June 23, 2021
On-Demand
Webinar

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

Join us to learn:

  • 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

Learning Objectives:

  • Understand essential elements of an annual plan review
  • Identify plan shortfalls and introducing corrections

More Information, How to Register