When you’re in business as a retirement plan provider, you will see that there is a surge of humanity that wants to separate you from your money. Whether it’s marketing people, website people, printing people, tech people, or search engine optimization people, there are a lot of people in providing services for retirement plan providers. The problem for retirement plan providers is that there isn’t one that has an unlimited budget to pay for everything and everybody. As a retirement plan provider, you have to cherry pick what you can afford and what you need to take a pass on. This article is about the services you need, what type of people to hire, and what you can take a pass on.
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