In Practice November 1, 2023
Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video)
Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Reported by PLANADVISER Staff
At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.
In this brief video, Leah Sylvester, director of retirement plan services at Shepherd Financial, discusses managing DOL and IRS audits with plan sponsor clients.You Might Also Like:
The Battle for Talent
Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients...
‘Retirement Fluency’ Not Evolving
Americans’ understanding of retirement-related topics has remained relatively flat since 2017, according to an annual study conducted by TIAA and...
NewRetirement, With $20M In Hand, Seeks Workplace Partners
A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market.
« DOL Publishes New Adviser Fiduciary Rule for Public Comment