How to Hire a Retirement Plan Advisor
Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explain how employers should hire a retirement plan advisor. Learn why advisors matter, the difference between ERISA 3(21) and 3(38) fiduciary roles, how to evaluate firms (team, credentials, ADV, RFPs), typical fee structures, and …
Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explain how employers should hire a retirement plan advisor. Learn why advisors matter, the difference between ERISA 3(21) and 3(38) fiduciary roles, how to evaluate firms (team, credentials, ADV, RFPs), typical fee structures, and …
Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explain how employers should hire a retirement plan advisor. Learn why advisors matter, the difference between ERISA 3(21) and 3(38) fiduciary roles, how to evaluate firms (team, credentials, ADV, RFPs), typical fee structures, and …
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