The absolute end-of-year retirement advisor checklist
David A. Littell
There are so many to-do lists as the year comes to a close that it might be easy to overlook the steps you need to take to make sure your client’s retirement plans are on track. Making mistakes could cost them thousands of dollars and you, their future business.
Berman, Dan, "The absolute end-of-year retirement advisor checklist" (2013). In the News. 173.