Retireholics - Special Guest: Steve Gresham

Headlines:

https://401kspecialistmag.com/how-your-country-club-membership-leads-to-business/

How Your Country Club Membership Leads to Business
Better access to business owners is an obvious way to build your 401k plan business. You can find them—and cultivate relationships without breaking the rules—at your local country club
401kspecialistmag.com
https://www.docusign.com/customer-stories/vestwell-ramps-up-automation-and-boosts-revenue-by-investing-in-docusign-clm

Vestwell Ramps Up Automation and Boosts Revenue by Investing in DocuSign CLM
Now, everything about the opportunity is in one place. Documents are generated with the click of a button in Salesforce—with deal and billing details automatically brought over from the source of truth into the right template, depending on the customer type.
www.docusign.com

https://www.planadviser.com/wait-secure-2-0-might-not-pass/

Wait, SECURE 2.0 Might Not Pass? | PLANADVISER
The legislative package may be running out of time, suggested Senator Ben Cardin at the EBRI Retirement Summit.
www.planadviser.com