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Strategic Retirement Plan Consultant Retirement Plan Consultants
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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Pattison Pension
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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BPAS
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Regional Vice President, Sales MAP Retirement
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Sentinel Group
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DWC - The 401(k) Experts
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How Do You Know When It's Time for a New Retirement Plan Advisor?
AFS
June 28, 2014 "It's important to take the time to reevaluate your current advisor periodically ... [Here are] some signs to know when you should shop around.... Your advisor hasn't developed a strategy to identify and measure your plan's success... Your advisor isn't sharing the fiduciary liability with you... They aren't providing you with plan design and oversight advice ... The employee education program is lacking ... You don't understand your fee structure and your advisor isn't helping you understand." MORE >> |
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