Your Four Key Questions
1. Is your current partner a Registered Investment Advisor and if so, do you have a legal document naming the advisor and advisory firm as fiduciaries on the plan? - ? 2. Do you have access to Institutional Class funds with the top rankings from Morningstar? - NO 3. Are your fees transparent and below benchmark? - NO 4. Do e s y o u r 4 0 1 k pa r t n e r o f f e r 1 - o n - 1 per sona l i zed, annua l educa t i on f or a l l employees? - ?
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