Why Financial Advisors Should Partner Up To Grow Their 401(k) Plan Book of Business

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Starsky had Hutch, Cagney had Lacey, Fred had Ginger, Bogie had Bacall, Bonnie had Clyde, Bert had Ernie, Baskin had Robbins, and Sheriff Bart had the Waco Kid. Whether it’s law enforcement, entertainment, or any type of business, there are times when you need to partner up and find a good partner. With regulatory changes due for the retirement plan industry in the very near future, it is highly recommended that financial advisors team up with other retirement plan service providers to better serve the needs of the client plan sponsor and to serve as a resource for the financial advisor to augment their retirement plan advisory business.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

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Ary Rosenbaum
The Rosenbaum Law Firm P.C.

Ary Rosenbaum is an ERISA/ retirement plan attorney for his firm, The Rosenbaum Law Firm P.C.. At a... View Profile »


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