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Instant Insights / Practice Management for Advisors

Advisors, here are tips and ideas for dealing with fees, getting into HSAs, using data sources for prospecting, and developing a win-win technique for sales.


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man and woman adivsor Although sponsors always have been conscious of fees, the trend has accelerated since the U.S. Department of Labor issued its 408(b)(2) regulation in 2012. (Photo: Shutterstock)

Like shoppers on Black Friday, retirement plan sponsors are hunting for bargains on plan fees.


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