Categorized | Individual 401k

The Intelligent 401k Advisor: Brand Name Consultant vs …

Posted on08 February 2010. Tags: Advisor, expert-safe, i401k, Individual 401k, must-document, Plan, plan sponsor, prudent, result-the-plan, the-prudent

The Intelligent 401k Advisor … Thus, consulting firms and individual brokers fall outside of the prudent expert safe harbor and as a result the plan sponsor must document their expertise to justify the service provided. …

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The Intelligent 401k Advisor: Brand Name Consultant vs …

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