The 3 Stages of Conversion: What You & Your Client Can Expect (PARTNER’S EDGE NEWSLETTER 8.25.14)
Our prospective Partners often ask what they and their Plan Sponsor Clients can expect when they decide to convert an existing qualified plan to our services. Though the process for establishing a new plan and converting an existing one have similarities they differ in scope. To follow is an overview of the three primary stages of our conversion process for existing plans… READ MORE
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