Which Retirement Plan Vendor Do I Use?

01/02/2021 15 min Temporada 1 Episodio 5
Which Retirement Plan Vendor Do I Use?

Listen "Which Retirement Plan Vendor Do I Use?"

Episode Synopsis

In today’s episode, I’ll be talking about the most common question I receive – “Greg, I have 4 or 5 different retirement plan vendors in my plan – which one do I choose?” Pretty simple question, right? But, it’s not as straight-forward as you may think. I’ll share with you what I do for clients in order to help them make the right decision. You’ll learn an easy 4-step process in order to make the decision easier. I’ll give you the tools to become more confident when making your decision. Does your retirement plan have Fidelity and TIAA to choose from? Which one is better? Listen to the podcast to find out how to decide between the two.In this episode you’ll learn:Which vendors to eliminate firstWhat to look for in a good retirement plan vendorFEES, FEES, FEES! Stay away from them!Fidelity or TIAA? Which one to choose?How to get help if you’re “lost in the weeds.”Jump on Greg's calendar to see about improving your TIAA situation. Resources available at www.higheredretire.comPodcast about BrokerageLinkS&A Financial Services, Inc. is a registered investmentadvisor. Content presented is for informational purposes only and should not beconsidered as investment advice or as an offer or solicitation for the sale orpurchase of any specific securities, investments, or investment strategies.Always consult with your tax advisor or attorney regarding your specificsituation.