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5 tips for advisors in a post-fee disclosure world

The participant fee disclosure deadline hits in a week. Are you ready to demonstrate your value to your customers?

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As participants begin to delve into the new breakdown of their retirement plans, what can you do to reduce the backlash and support greater participant success?

As a rule of thumb, over-communicating is better than the alternative. Employees will appreciate you, and better yet, many will be more willing than ever to meet with you to discuss their personal financial planning. In the end, you will get paid more for your actions, not less!

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