The Value Of A Good Retirement Plan Financial Advisor

Here’s another great article from The Rosenbaum Law Firm! There’s a PDF download as well.

Any retirement plan sponsor who has a participant who is not an owner or a relative needs to hire a financial advisor to assist the plan fiduciaries in the selection of investments, the drafting of an investment policy statement, and investment education. A good financial advisor will be less about return and more about helping the plan fiduciaries manage the investment process. This article lets plan sponsors know why they need a financial advisor for their plan and how to spot a good financial advisor to work with.

via The Value Of A Good Retirement Plan Financial Advisor | The Rosenbaum Law Firm P.C. – JDSupra.

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