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How to Tell If You Are Receiving Good Investment Advice
Lawton Retirement Plan Consultants Link to more items from this source
Nov. 19, 2014
"The advice shared should be comprehensive in terms of ensuring that there are investment tracks available for all types of 401(k) plan investors.... The investment advisor should demonstrate a thorough, prudent and understandable process for surfacing investment options for the investment committee to consider.... The advisor should understand the client well enough to introduce investment options that are appropriate for their plan participants.... The advisor should be presenting monitoring reports which everyone on the investment committee understands."

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