fiduciary best practices

What is Universal Plan Truth #23?

You should never trust a “Trust" company unless they earn it.

What is Universal Plan Truth #22?

If someone claims to be highly successful at IRA rollovers, they’re probably not going to also be very helpful to your Workplace Retirement Plan.

What is Universal Plan Truth #21?

A Plan Partner is always more objective than a broker or agent. (Okay, we may be a bit biased on this one, but our bias is toward you, not a product or commission.)

What is Universal Plan Truth #20?

What is Universal Plan Truth #19?

If your company’s accountants also run your Workplace Retirement Plan, it’s probably one of only a few types they can offer (ask them about "selling agreements" and potential conflicts of interest).

What is Universal Plan Truth #18?

Whatever plan you have, it will probably run better with an accountable Third Party Administrator ("TPA").

What is Universal Plan Truth #17?

If your plan has lots of money in it, left by employee’s who no longer work with you, you probably have a broker or agent.

What is Universal Plan Truth #16?

If all of the investments in your plan begin with the same name, your plan probably hasn’t been updated since the ‘90s.

What is Universal Plan Truth #15?

If your plan has investments that you can’t research online, you probably have a broker or agent.

What is Universal Plan Truth #14?

If your Workplace Retirement Plan hasn’t changed at all in 3 or more years, you probably have a broker.

Syndicate content

 

 

 

 

The information and calculators provided via this Web site are general information, meant to introduce you to our areas of expertise.  Articles, calculators
and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

Securities offered through IFS Securities, Member FINRA/MSRB/SIPC, 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Plan Partners LLC and IFS Securities, Inc. are not affiliated companies. Plan Partners and IFS Securities do not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax and/or legal advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

This communication is strictly intended for individuals residing in the state(s) of: Ohio and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved