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.

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and other sources of information are not intended to replace the professional advice of a trained financial professional.

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