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🙏🙏🙏🙏 for some likes so I can DM people…thank youuu
Again it's khooni Monday after long weekend.
How are RSM accounting advisory hours?
Additional Posts in Financial Advisors
Where do UITs fit in?
Anyone here have a PhD? Was it worth it?
Right. It’s not your home office’s decision. The plan is run by the employer...not the employee.
You’re either the Advisor on the plan, which includes the client, or not. If you know how to work with Plan Sponsors on the 401k plan as the Advisor, take it over and get the Broker of Record change form. If not, assist the client from afar.
Nope, only in some cases when a self directed account is offered as an option for participants. AF doesn’t offer it.