The Value Of A Good Retirement Plan Financial Advisor

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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 why they need a financial advisor for their plan and how to spot a good financial advisor to work with.

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Ary Rosenbaum
The Rosenbaum Law Firm P.C.

Ary Rosenbaum is an ERISA/ retirement plan attorney for his firm, The Rosenbaum Law Firm P.C.. At a... View Profile »


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