New retirement plan delivered on a silver platter?

October 6, 2011

Here’s a scenario for you: a group health and wellness client you’ve represented for over ten years approaches you to be his/her adviser on a 401(k) plan. Congrats! You’ve worked hard to position yourself as a valued adviser. No doubt you’d like to reap the fruits of your labor. But your next action is extremely important. It may have not only ethical consequences, but legal ones as well. It is vital that you go forward with a…

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Posted by: okhan s | September 9, 2012 12:32 PM

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Thanks for your tips! It's not my time to retire, but to progress in career. When the time comes I will remember your advice. Almost every expert talks about jobs, workplaces and how to improve your productivity, few are saying something about this issue.

Posted by: spence r | August 5, 2012 3:20 PM

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I think the retirement plan that they offer here is so good. You will benefit so much from it. Keep up the good work. Toronto small claims

Posted by: james k | June 25, 2012 8:30 AM

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