How to Hire a Retirement Plan Advisor
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YouTubeFinStreamTV
How to Hire a Retirement Plan Advisor
Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explain how employers should hire a retirement plan advisor. Learn why advisors matter, the difference between ERISA 3(21) and 3(38) fiduciary roles, how to evaluate firms (team, credentials, ADV, RFPs), typical fee structures, and what to expect during the advisor transition ...
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