Fee disclosures and looming tax issues have only served to confuse plan sponsors, so use the year-end review as an opportunity to demonstrate your knowledge and value.
By Andy Stonehouse|December 04, 2012 at 11:59 AM
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The year-end review with the plan sponsor – an end-of-season tradition as old as the rock-hard fruitcake or the antics at the company holiday party.
But can that predictable and often cursory meeting between a retirement advisor and the plan sponsor turn into a business opportunity, especially as the regulatory climate becomes just as heated as the ongoing fiscal cliff discussions?
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