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They need you, be there

I have an old saying: “I needed you, you weren’t there, and I no longer need you.” When you have a plan sponsor and they need help, you need to be there. Otherwise, don‘t be surprised if you are gone as a plan provider.

Whether it’s a missing 5500 or some other big trouble issue, plan sponsors need to make sure they can depend on you, and if they can’t, they will find a way to replace you.

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