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  • Insight for Designing a Qualified Retirement Plan for a Standard of Excellence

    • September 3, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
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    The second element of our Standard of Excellence is to inspire participants to save for retirement.  We’re looking at a white paper that highlights this element, and how the Secure Act makes creates a significant opportunity for qualified plan professionals to provide participants with the resources and knowledge to reach their retirement income goal. 

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