Retireholics - 401k Plan Industry Show for Advisors

Brett Shofner - Live@Chicago Institutional Investor RPAS Conference

October 8, 2021
  • Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most.
  • Brett tells a very long story about how somebody gave him beer in an RV.
  • Solving your customers needs when it requires the plan sponsors to participate.

 

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