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Q&A
Ed Slott: Advisors falling behind on Reg BI rollover compliance
By Melanie Waddell"Most advisors don't have a process" to discuss the pros and cons of rollover options, Slott tells ThinkAdvisor.
Investment Instruments
With a volatile stock market commonplace and retirement plan participants confused about investments, the role of advisor and investment committee is key. We keep advisors informed about ETFs, TDFs, REITS, HSAs, and more.