Create a unique client with a business who wants to create a retirement plan.
Fun fact, employers do not have to offer a retirement plan at all, however if they do offer a plan they must follow the rules.
The details are up to you and your creative mind, just keep in mind the prompt: to recommend a retirement plan that best suits the client’s needs.
The previously stated fun fact does not apply to this client, you must recommend a retirement plan that fits the client’s needs. and describe why your recommendation is in the client’s best interests.
Sample Solution
