How to Evaluate a Retirement Plan Recordkeeper

Lawsuits and the threat of regulatory action means plan sponsors must take special care in choosing a recordkeeper, the entity that manages and accounts for employee investments. Here are some best practices in choosing one and evaluating the incumbent provider.

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We cover all aspects of your financial plan as well as give you a glimpse inside the personality of WFG.

Women & Investing
Women & Investing
Financial Planning as you Approach Retirement
Low Interest Rate Environment
If your company has a retirement plan, then this podcast is for you.
Fiduciary Fitness
Fiduciary Fitness

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Plan Design
Plan Design
The SECURE Act 2.0
Financial Wellness 2
The title says it all.
Your Money Questions Answered
Your Money Questions Answered

The title says it all.

Inflation
Inflation
Parents & Children: Conversations About Money, Part 2
Parents & Children: Conversations About Money

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