We all know that businesses do not have a SPD for there benefit plans and with the DOL doing more investigations I think this might be a good marketing approach.
Wondered if anyone has prospected businesses strictly on SPD and how you can create a SPD for them and make them compliant with the DOL.
I am looking as this approach and maybe getting benefits after the fact but not using benefits as the reason for the meeting
Looking for ideas
Mark
Wondered if anyone has prospected businesses strictly on SPD and how you can create a SPD for them and make them compliant with the DOL.
I am looking as this approach and maybe getting benefits after the fact but not using benefits as the reason for the meeting
Looking for ideas
Mark