Plan review is not all about investments! An important part of the annual plan review is fiduciary education, not just investment performance! KWM has 19 different fiduciary education modules to educate plan sponsors on their current plan, helping them to better understand the ins and outs of the plan.
If there is a specific topic you would like me to cover please reach out at email@example.com.
I want this to be a community and would love to hear from you.
Check out our website http://www.kolinskywealth.com
Please FOLLOW, LIKE, SUBSCRIBE @: