Tag Archives: investment adviser

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

Posted on September 25, 2020 by Jeff Chang

Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an occasional video conference. … Continue reading →

Posted in Fiduciary Duties, Investments, Plan Administration | Tagged 3(38), adviser selection, investment adviser, RFP | Comments Off

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Tag Archives: investment adviser

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

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Tag Archives: investment adviser

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

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Past Blog Posts

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