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Where Do you Go for Financial Advice?
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.
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.
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