How to Hire a Retirement Plan Advisor

Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explicate however employers should prosecute a status program advisor. Learn wherefore advisors matter, the quality betwixt ERISA 3(21) and 3(38) fiduciary roles, however to measure firms (team, credentials, ADV, RFPs), emblematic interest structures, and what to expect during the advisor modulation process. Practical guidance for program sponsors connected selecting the close advisor and benchmarking services and costs.