NTSAA Releases Plan Consultant Checklist

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

By PLANSPONSOR staff | July 03, 2012

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.