Take the Lead for a Seamless Plan Transition

January 3, 2022

What's the best way to help a client transition smoothly to a new retirement plan provider? Choose to partner with a recordkeeper dedicated to making the process go well.

Joel Mee, senior director of retirement plan sales at The Standard, gives more valuable insights in the article “Your Client’s Next Successful Retirement Plan Transition” in ThinkAdvisor.

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