Download Your Provider Evaluation Checklist
Download the Provider Evaluation Checklist.
Click the button below to download your checklist.
Downloadable Checklist
8 Questions to Ask When Evaluating a Plan Advisor
When markets are up, every advisor looks like a winner. It’s volatile markets that show whether your advisor is really looking out for plan participants and earning their keep. Our Plan Advisor Evaluation Checklist can show you what’s reasonable to expect from a 401(k) advisor and whether yours is working proactively to help you and your employees succeed.
The checklist covers:
Fiduciary Duty and Conflicts of Interest
Fees and Fee Structures
