There's just a week left for you to tell that great client story of yours — that one you like to tell your peers and colleagues — and see how it stacks up against your fellow ASPPA members' stories.
In the summer issue of Plan Consultant magazine, the popular “Business Practices” column will be devoted to client stories shared by ASPPA members — funny ones, jaw-dropping ones, ones that just make you scratch your head and wonder. All anonymously, of course. So far we have about half a dozen; here's one:
Back in the days when handwritten notes and paper were the norm, a client sent in an end of year census and indicated a participant was deceased. The client apparently felt the need to write in the margin that the former participant had been decapitated - by a shovel. The plan sponsor was a hardware store.
We're still looking for more stories — but only through Friday, April 29, so now's the time. We've set up a simple and secure web form for you to use. Just click here to get started.
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