Change is inevitable with a purchase
By EsqSocial Corporation 27/01/21
People tend to hate change especially when things are good. The problem with a change in the retirement plan business that I find is when a plan provider you’re working with, gets purchased. The people who have led this plan provider usually see a sale as a time to cash out and eventual phaseout, while trying to maintain some order in the handful of years they have left....
By: Ary Rosenbaum