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Let broker selling season begin!

Using the 5500 data thats on FreeERISA, I can really hone in on the plans that are not only going to be easy sells, but that have the potential to put the most cash in my pocket.

By Dan Cole | Updated on September 06, 2011

It seems like only yesterday that we did a deep dive into Weber Grills’ 401(k) plan in honor of Memorial Day, and here we are already coming off the weekend of Memorial Day’s evil twin: Labor Day.

Schools are back in session, the federal government is approaching the end of its fiscal year, and it’s a particularly auspicious time for people in the benefits world. This is the kickoff of selling season. On both the retirement and the welfare benefits side of things, this is when most plans are up for renewal, and when most HR decision makers are going to be receptive to your pitch.

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