5 Critical Questions to Put Your Advisor to the Test

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A knowledgeable plan advisor is an important component in the successful operation of your qualified plan. However, selecting the right candidate requires more than simply reviewing typical Request for Proposal (RFP) responses. You should make sure the potential advisor possesses broad industry experience and expertise that applies to your unique situation.

Putting People First.

Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

5 Critical Questions to Put Your Advisor to the Test

Putting People First.

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