So much of my advice for retirement plan providers deal with marketing and other advice on how they can improve their business. The problem with that advice at times is that there are certain problems that a plan provider may experience that the advice can’t cure. For example, you can’t worry about marketing if you have persistent problems in your operation. As they say, putting lipstick on a pig isn’t going to change the fact that you’re dealing with a pig. This article is citing some of the problems that you may experience as a plan provider that you have to clean up before you can even think about marketing your services to potential clients.
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