2020 was an extraordinary year, in ways we likely have yet to fully understand. The pandemic highlighted economic discrepancies as unemployment and food lines grew while the stock market saw record highs. Changes to offices and client service models were made for safety. Meanwhile, new legislation and regulations kept many in the retirement industry busy, amending their plans and practices, and will provide for new opportunities such as pooled employer plans (PEPs) in 2021. Join us as we examine and discuss four elements of business operations with the potential to transform your practice this year.
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