Deadlines for retirement plan participant disclosure regulation are coming up fast. Are you prepared to take advantage of this opportunity?
Yes—opportunity. By helping retirement plan sponsors comply with the regulation and manage communications to participants, you can position yourself as a trusted financial professional with critical expertise.
Make sure to do your homework, though. In addition to helping plan sponsors stay on the right side of the law, you'll also need to prepare them to respond to questions from participants. And, if you conduct group or one-on-one meetings with participants, you'll need to be prepared to answer questions yourself.
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