As a plan sponsor and fiduciary, you must approach your plan in a more scientific way to be certain that it follows sound analytics, systematic compliance and informational accuracy, while practicing full fee transparancy and disclosure. That means rigorous inquiry. Asking tough questions.
What you discover could either mitigate liability or magnify it.
Consider This: Are plan fees and services competitive with the marketplace? Could there be hidden fees that you don't know about? Is your plan working efficiently to meet participant goals? Are you encouraging and expanding the participant experience? Do you know with certainty that your plan is ERISA-compliant?
The answers may well depend on your selection of retirement plan consultants. A consultant's ability to build trust, deliver performance and produce results is nothing short of craftsmanship.
As a proud member of the Retirement Plan Advisory Group we blend the science of retirement with the art of relationship.
All it takes is a little ingenuity.
The Retirement Plan Advisory Group is a professional alliance of accomplished advisors - representing over $60 billion in plan assets - dedicated to serve and protect sponsors of qualified and nonqualified plans.
Fee-Based Planning offered through ALDA Advisors, Inc. a State Registered Investment Advisor Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor ALDA Advisors, Inc., its affiliates, and RPAG are separate entities from ValMark Securities, Inc. and ValMark Advisors, Inc. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC Consumer InformationPrivacy Policy
