01.13.2022 - 401(k)
Solution for Managing A Client's Held-Away 401(k) Assets
Presented by David Goldman, Feex
Here are ideas that the attendees learned from David:
| The dilemma of helping clients with their retirement plans may have been solved! As a fiduciary we've been putting ourselves at risk by using backdoor techniques at best to assist them. Now it can be done the right way! Almost too good to be true! |
| Great new technology solution for both Advisors and Clients. Thanks. |
| Didn't know a solution like this is available. I'll consider it further. |
| I can manage outside accounts. this will definitely add to my business |
| FeeX's ability to integrate with many custodians and all they need is the client to login and grant access. |
| Learned about integrating software that I can capitalize on that I wasn't able to before. |
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