The good, the bad, the ugly in the small-plan universe.
A major disconnect can occur in how plans operate versus what the law requires, creating an opportunity for advisors to add value.
Advisors who provide rollover advice must exercise caution to ensure compliance with both regimes.
Sponsored by Gallagher
- Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
- Exclusive discounts on BenefitsPRO.com and ALM events.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.