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Continuity Takes Precedence Over Succession

Independent broker/dealer Securities America has designated October “Continuity Planning Month” to address the gap in understanding of the difference between continuity plans and succession plans.

New Toolkit Offers Rollover Solution

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

Turn the Participant Experience on Its Head

 Plan sponsors need to create smarter retirement plan participant communication, according to Colette Ehlers, sales development consultant with Wells Fargo Institutional Retirement and Trust.