Coordinating with many different sources to play different parts – “How do advisers assist clients with parts of a plan and benefits that they don’t handle directly such as HSAs, emergency savings, NQDC, ESOPs? If you do not have these resources you need to partner with a third party. The context of your practice is vital to how you engage and offer service to clients” Client: PLANSPONSOR
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© Giulio Bonasera
