We all make mistakes, well except my mother. There are mistakes we made that we thought were in good in hindsight when like I thought joining a semi-prestigious Long island law firm would help build my dream of building a National ERISA law practice. Then there are some mistakes than we should have known when we made it like when I ordered a hamburger the day after the Great North American Blackout of 2003. Despite what some other kinds of plan providers think, being a retirement plan financial advisor is a hard enough job thanks to the recruitment and retention of plan sponsor clients. So this article is to advise financial advisors on what mistakes to avoid in their role when working with their retirement plan clients.
Firefox recommends the PDF Plugin for Mac OS X for viewing PDF documents in your browser.
We can also show you Legal Updates using the Google Viewer; however, you will need to be logged into Google Docs to view them.
Please choose one of the above to proceed!
LOADING PDF: If there are any problems, click here to download the file.