Has it been a while since you performed a comparative review of your retirement plan advisor and/or vendor? It may sound like a complicated process, but ensuring you're matched with partners who are in tune with your companies' unique culture and goals is essential.
In our latest video, we delve into the specifics of why working with the right advisors and vendors, and understanding the value of these relationships is necessary for efficient and high-performing organizations. If you're unsure of how your current vendors or advisors align with your organization, it may be time to get the process started.
Watch the short video below with our financial adviser, Alex Assaley as he explains the four reasons you should be performing RFPs:
Get your own Step by Step Printable Guide here.