fiduciary best practices

What is Universal Plan Truth #13?

If you’ve been with the same company for over a year and don’t know what your Plan Advisor looks like, you probably have a broker.

What is Universal Plan Truth #12?

If your employer gave your Workplace Retirement Plan to a company or bank as a favor, you may expect to work a few extra years.

What is Universal Plan Truth #11?

Wall Street firms make money by gathering assets.  Stopping them from gathering yours will help you retire sooner.

What is Universal Plan Truth #10?

Big investment companies making exotic commercials with celebrities likely subtract years from your retirement.

More Universal Plan Truths can be found here.

What is Universal Plan Truth #9?

Robo-advisors probably aren't very helpful to people.  They're likely even worse for a Workplace Retirement Plan.


What is Universal Plan Truth #8?

Banks are loaded with fees.  This doesn’t stop when they take over your Workplace Retirement Plan.

What is Universal Plan Truth #7?

The business owner’s personal broker may not be the best person to lead your pension.


Plan Partners answers Department of Labor Request for Information re: Brokerage Windows RIN 1210-AB59

To Whom It May Concern:

Re: RIN 1210-AB59 (Brokerage Windows RFI)

On behalf of Plan Sponsors and Responsible Plan Fiduciaries, I write to add comments for consideration regarding current uses of and potential new uses for “Self-Directed Brokerage Windows”.

What is Universal Plan Truth #6?

The business owner’s college buddy may not be the best person to lead your pension.

Fiduciary Liability Alert for Employers – What Can You Do to Reduce Fiduciary Liability?

Your business sponsors a retirement plan.

What can you do to reduce your fiduciary liability?

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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.
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