feature | summer 2023
CAA: BUCKLE YOUR SEATBELTS FOLKS, THINGS ARE ABOUT TO GET WILD There’s a major liability—and opportunity— in the Consolidated Appropriations Act of 2021, specifically for retirement plan advisors. It’s a sure path to solving plan sponsor clients’ most pressing issues, if done right. Here’s what we mean. By Julie Selesnick & Jamie Greenleaf
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