Guest ojs000 Posted March 2, 2010 Posted March 2, 2010 Can anyone recommend a firm that can review and monitor plan investment performance on a periodic basis, charges reasonable fees and doesn't want to be plan co-fiduciary or adviser to the plan?
QDROphile Posted March 2, 2010 Posted March 2, 2010 How is monitoring plan investments not advising the plan? Do you care where in the country the adviser is based?
Guest ojs000 Posted March 9, 2010 Posted March 9, 2010 How is monitoring plan investments not advising the plan? Do you care where in the country the adviser is based? No, as long they have a phone line and email.
Guest Mauiorbust Posted March 10, 2010 Posted March 10, 2010 There's a firm in Ohio, the Fund Evaluation Group, www.feg.com that will provide evaluation/monitoring services. I am not familiar with their pricing structure.
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