Information is power. Finding the right advisor with a few clicks.
There are a lot of excellent retirement plan advisors out there, and some not-so-excellent ones. And sometimes, there are good ones that are not the right fit for the employer. Some advisors are particularly good in a particular industry, some are good for large employers but not smaller ones, some fit well with certain recordkeepers, etc.. Looking to see if your existing advisor fits your industry, your demographics, your size, your needs, etc.? Try our Digitized Co-Fiduciary Selector here.