12/29/2006: The Process and Criteria for Selecting Investment Advisers Under ERISA (PLANSPONSOR.com; free registration required)
Excerpt: "Is the adviser qualified? Fiduciaries should consider whether the adviser has the appropriate investment credentials, experience, and expertise. For example, fiduciaries should evaluate the adviser's: Experience with other ERISA plans; Education, experience, and industry credentials; Registration with appropriate regulatory authorities; Reputation; References; Past performance with investments of the type contemplated."
Important word about authorship: BenefitsLink ® (BenefitsLink.com) provides this page for you, with a hypertext link to an item we think is interesting and valuable for companies sponsoring employee benefit plans, employees who participate in plans, and firms who provide products and services to plans. But BenefitsLink is not the author of the item to which this hypertext link will take you (unless expressly indicated there).
|
|
|