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When Plan Sponsors Select Service Providers, Trust Trumps Fees
TriStar Pension Consulting
Jan. 19, 2017 "Know your value proposition and communicate it clearly in your marketing, mission statement, and in meetings with clients.... Offer group meetings for the Plan Sponsors' employees.... Don't shy away from discussing your compensation.... Discuss any needs you have of your client to properly advise them ... Get a list of their priorities ... and offer a broad plan in which you can emphasize these priorities." MORE >> |
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