A Retirement Plan Sponsor Reach-Out  

March 25, 2020

Use this 757-word piece to reach out to retirement plan sponsor clients during the coronavirus crisis. Let them know you're available as always, update them on retirement plan regulatory issues you're keeping an eye on, and summarize best financial practices for themselves and their plan participants.

Categories: Advisor role/value, Article, Client experience, General letter/email, Retirement plan sponsor, Retirement planning, Scary market insights