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The Role of a Retirement Plan Specialist.

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  • Additional Information
    • Abstract:
      Financial planning careers sometimes focus on providing assistance to plan sponsors regarding their retirement plan. Oftentimes a planner finds him or herself in the position of advising a small business or a solo practitioner to navigate the Employment Retirement Income Security Act (ERISA). Many professional competencies are needed to service a client's retirement plan needs. Skills include ascertaining which plan best helps the client, determining the optimal plan design, directing the plan installation process, and resolving plan administration issues, among others. This review of the services that are involved with comprehensive planning for a plan sponsor may help an advisor assess whether they are providing expected services. [ABSTRACT FROM AUTHOR]
    • Abstract:
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