Here at AxxcessLink one of the messages that we wanted to reinforce is that there are a lot of very good plans, designed and administered by fantastic people. However, there is a vast segment of plans that are laden with hidden fees and proprietary investments. Our objective is to give you practical insight into the rule, and how to assist clients to determine which category they fall in.
You may have seen what John Oliver did on HBO, and if you haven’t, here is what the public is starting to see more of. It’s a good laugh, and right on point.