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 for a 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
This communication is strictly intended for individuals residing in the states of
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a Registered Investment Advisor