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Retirement Advisor Designations – What do they Mean to a Plan Sponsor?

Retirement Advisor Designations – What do they Mean to a Plan Sponsor? Retirement Plan Sponsors accept a monumental task when they agree to serve as plan fiduciaries to qualified retirement plans.  The Regulation around ERISA permits Plan Sponsors to hire prudent experts when fiduciaries carry out their responsibilities.

The astute Plan Sponsor frequently asks, “What Industry Designations should I be looking for when searching for a good Retirement Plan Advisor?”  That question is difficult to answer in the absence of more background – but each retirement advisor industry Designation has a concentration and focus on specific areas.  That can be Leadership, Investments, Behavioral Finance, Plan Design.

Check out the Vlog from 401KTV to obtain more background.

Steff Chalk

Steff Chalk

Managing Editor at 401kTV
Steff C. Chalk is Executive Director of The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education. Steff also serves as Executive Director of The Plan Sponsor University and is current faculty of The Retirement Adviser University.
Steff Chalk

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