Any RIA's manage assets through third party agent agreements for 403(b)s? I have a client that has a 403(b) with First Investors and he/she is getting killed with the front-load fees.

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Posting as :
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Absolutely - are you the advisor listed? I could help you from afar or could become BoR. Happy to help either way. Post an email and I can email/walk you through the process to improve their situation. They shouldn’t have front-end or loaded funds in a 403(b) plan - antiquated setup.

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Lol first investors so bad

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