17Oct
Make sure clients check plan document vs. practice
I’ve spent 21 years as an ERISA attorney and took some classes when I was getting my LLM and I learn something new about retirement plans every day. As a financial advisor, you likely didn’t have the training to be an ERISA expert, so there is so...
By:
Ary Rosenbaum
Source Url: https://www.jdsupra.com/legalnews/make-sure-clients-check-plan-document-97731/
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