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Financial Advisors

Understanding the Plan Advisor Market

advice

The most important decision that employers sponsoring a DC (defined contribution) plan like a 401(k) or 403(b) is the selection of their plan advisor. According to Fidelity research, 84% ...

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Customize Your Advisor RFP!

New DOL Fiduciary Rule

Fred’s Take: No doubt that employers sponsoring a defined contribution (DC) plan like a 401(k) or 403(b) should be benchmarking their advisors annually and conducting full RFPs at least ...

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Evaluating and Selecting a Plan Advisor

In Hub Whitepaper

Evaluating and Selecting a Plan Advisor In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment”, attorney Roger Levy explores a plan sponsor’s ...

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