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Exercise Due Diligence When Choosing a Retirement Plan Advisor
Retirement Playbook, Inc. Link to more items from this source
Jan. 24, 2013
"[Points to explore] when considering a plan advisory firm: All advisors are not fiduciaries.... Advisors are either specialists or generalists.... Learn where potential conflicts of interest lie.... Make sure all fees are reasonable -- including the plan advisor's fees... Question advisory firms about capacity and resources. ... Find out if your advisor has influence."

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