PODCAST
Setting up a retirement plan is hard work. Once setup, a periodic review is the most often ignored part of the entire retirement plan management process.
Time 15:39
In today’s world, a comprehensive annual plan review is a necessity.
About our guest
Christine Denton is Executive Vice President at Roland|Criss and leads the Risk Practice Group.
About our host
Ronald E. Hagan is Chairman of the Risk Standards Committee at Roland|Criss Fiduciary Services.
