For Hire | Which investment professional is right for my plan?

Are you considering sponsoring a retirement plan for your employees? Perhaps you already sponsor a plan and would like additional help making decisions, such as choosing the best investments for your participants and their beneficiaries. Selecting an investment professional to help with your retirement plan is an important fiduciary matter—that’s why it’s crucial to understand the types of professionals available and how to choose the best one for your plan.

Here, you’ll learn about ERISA fiduciaries and their duties; the types of investment professionals available for your plan, and their fiduciary responsibilities; and how to hire an investment professional. 

Download white paper here.


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