In Practice
Adviser Talks: Scott Ciullo on Participant Enrollment
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Reported by PLANADVISER Staff
At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.
In this brief video, Scott Ciullo, director of retirement plans at KerberRose Wealth Management in Shawano, Wisconsin, walks through a case study of how the firm helps participants enroll in their workplace retirement plan.