Like brain surgery, there should be no dabblers in retirement plans. Whether it’s an attorney, financial advisor, insurance agent, or recordkeeping firm, you have to be an expert, partner with an expert, or just leave the business. With such difficult rules to master, there is no room for people who want to dabble in the industry.
The reason is because the people who do have the background and the expertise in retirement plans always have to clean up the mess left by dabblers.
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