With the regulations being implemented for the 2019 plan year, now is the time for plan sponsors to ensure that systems are in place to capture the additional data that will be required.
Too often, advisors on the verge of retirement overvalue their business, making it unattractive to potential successors. What they need to do is find a strategic partner who can ensure the continuity of their firm.
Matthew Blocki tells Michael Kitces how he transitioned his practice from more than 100 transactional insurance clients a year to focusing now on his 15 affluent clients.
