The Value Of A Good Retirement Plan Financial Advisor

Ary Rosenbaum
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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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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

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