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NTSAA Releases Plan Consultant Checklist

By PLANSPONSOR staff editors@plansponsor.com | July 03, 2012

July 3, 2012 (PLANSPONSOR.com) – The National Tax-Sheltered Accounts Association (NTSAA) offers a checklist for plan sponsors looking for a plan consultant.

The checklist helps 403(b) and 457 plan sponsors assess the need for a consultant, as well as decide whether a formal request for proposal (RFP) is needed to choose one. It also includes a list of questions to ask a potential consultant.  

The checklist is here.