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We don’t just mail reports out and expect things to take care of themselves. We make it a point to have, at minimum, an annual review with each of our clients to discuss plan design and operation and any upcoming regulatory issues. We have a career average of better than 20 years in the retirement plan industry as ERISA Consultants, and that is all we do. Our staff is made up of credentialed members of the national professional organizations, ASPPA and NIPA, that provide both the ongoing education in our field and the regulatory monitoring ne ...
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