A Plan That Fits in Your Pocket, and Closes Coverage Gap
The Portable Retirement Act would allow Americans to contribute to a retirement savings account concurrently with the receipt of their social security number, with or without a plan sponsor.The act is aimed at people who don’t already have a way to save for retirement.
3 Powerful Pieces of Wisdom from Retirement Specialists
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert leads into clients. Basically, I explored answers to two questions:What does it take to win a 401k plan sponsor? How do retirement advisors unseat an existing plan sponsor provider