• Hidden Strategies That Take Your Client’s Retirement Plan to New Heights

  • 2024/04/26
  • 再生時間： 15 分
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Hidden Strategies That Take Your Client’s Retirement Plan to New Heights

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  • What common services or actions make managing a retirement plan challenging for plan advisors and their clients? What are the main points plan advisors and plan sponsors should know about plan termination? How does auto portability benefit plan advisors, plan sponsors, and plan participants?

    Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins the American Retirement Association's John Sullivan to answer these questions and more.

    *Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer-directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.
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あらすじ・解説

What common services or actions make managing a retirement plan challenging for plan advisors and their clients? What are the main points plan advisors and plan sponsors should know about plan termination? How does auto portability benefit plan advisors, plan sponsors, and plan participants?

Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins the American Retirement Association's John Sullivan to answer these questions and more.

*Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer-directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice.
個人ファイナンス 経済学
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