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Practice Management

Who to Invite to a Plan Review

Q. Who should be invited to a plan review? 

A. Following are parties who can be invited to a plan review. Caveat: keep in mind that options vary according to how a plan is set up. 

  • advisor 
  • recordkeeper 
  • client 
  • relationship manager 
  • third party administrator
  • owner/manager 
  • plan administrator 
  • plan sponsor 
  • trustee 
  • plan administrator