How Successful Advisors Conduct Annual Retirement Plan Reviews

Broadridge

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