From the suggestion of your Retirement Plan Wholesaler, the law firm has accepted your offer to meet with their employees as a group to help introduce and explain their retirement plan and answer questions about the decisions they must make. Some of the topics that you may want to consider covering with their employees during the enrollment meeting include:

• Calculating their anticipated retirement income needs;
• Determining their risk profile;
• Selecting an asset allocation strategy;
• Choosing portfolio options; and
• Performing annual reviews.