401k Protocal
Oct 31, 2008 2:20 pm
When servicing plans, does anyone have a process that they have used that has been successful in servicing plans?
Oct 31, 2008 5:15 pm
Annual enrollment for new people. Includes some education for all and Q&A.
6 month education and Q&A for all. quarterly call to plan trustee to review any issues/questions/annual review, etc.Source URL:https://www.wealthmanagement.com/forums/general/401k-protocal