Specialized Plan Exam

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.

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 #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 #8?

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

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