What's in this guide?
This guide can help any employer, plan administrator, fiduciary, or Committee member involved with their organization's retirement plan by providing step-by-step instructions on how to perform a search to find the best advisor for their plan. Whether you've already begun the process or you're just figuring out if you need to consider other options, this guide will walk you through the various stages to find the right fit in an retirement advisor. It includes:
o Preparing and planning out your search
o Developing a Request-for Proposal
o The engagement process with your new advisor