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From the Blog

Owners of small businesses and professional practices can achieve greater flexibility in how they apportion contributions to employees when they participate in a profit-sharing retirement savings plan by employing a “cross-tested” design known as New Comparability.

If you’re looking to get in the door with retirement plan sponsors who don’t have a financial advisor or want a new one, the most important thing you can do is make sure you’re worth a referral from the clients you already serve.

Retirement plan advisors who want to build their practices can accomplish just that by providing superior service and asking plan sponsors for referrals and recommendations.