Q. Why do a plan review?
A. A plan review will be helpful in the following ways:
- It will solidify the relationship with client.
- You will learn more about your client’s business.
- It offers opportunities to:
- stop problems before they occur; and
- educate client on law changes that may affect their plan.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...