Is your broker really a retirement plan advisor?
Plan sponsors need to be working with a retirement plan advisor who understands their complexities and fiduciary responsibilities.
Participants should check to see if the advisor truly understands their retirement needs.
At KWM, our core focus is retirement plans and as members of the Retirement Plan Advisory Group (RPAG) we have access to proprietary reporting and tools that help us service our plans.
RPAG is an alliance of 1,000 retirement plan advisors, serving over 30,000 retirement plans, with more than $300 billion in assets under advisement.
If there is a specific topic you would like me to cover please reach out at jkolinsky@kolinskywealth.com. I want this to be a community and would love to hear from you.
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