Category Archives: 401k advisor

15 Warning Signs That Your 401k Plan is at Risk

You don’t know how many employees participating in the 401(k) are on track to retire The purpose of a retirement plan is to help employees retire. Do you track who is on track? If no employee is on track, what … Continue reading

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6 Questions to Ask Your 401(k) Advisor to Know What Kind You Have

Being registered to sell investments does not mean that you know anything about a 401(k) other than it has investments. Some advisors to plans are investment generalists and not 401(k) savvy. The few advisors that focus on 401(k)s primarily focus … Continue reading

Posted in 401k advisor, 401k Fees, 401k Monitoring, Fee monitoring, Fiduciary duties, Investment Monitoring, Provider monitoring, retirement plan education, Retirement planning | Tagged | Leave a comment