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Six Questions to Ask at Your Next Investment Committee Meeting
Nevin Adams for National Association of Plan Advisors [NAPA]
June 23, 2015
"[1] Do we really need to have all these funds on the menu? ... [2] Are there less expensive share classes available for the funds on our investment menu?... [3] How much are our participants paying for this plan?... [4] What services are we buying with those fees?... [5] Do we all need to be on this committee?... [6] Who's taking notes?"
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