What is the best retirement plan for a self-employed person? Which is the best retirement plan for a small business owner? More importantly, which is the right retirement plan for you – as a business owner and / or a self-employed individual? Choosing the best retirement plan for you and your personal financial goals will […]
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The Advantages of Unbundled 401(k) Plans
Each 401(k) plan requires three types of services: investment services, recordkeeping services, and administrative services. An investment advisor typically provides investment services such as selecting funds for the plan, educating participants on choosing their funds, as well as fiduciary responsibilities like monitoring the investment options. Recordkeeping services keep track of each individual account within the […]