participant advice
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Demand for Advice Within Retirement Plans
- May 14, 2018
- Posted by: Jeff Atwell
- Category: Resources, Uncategorized
No CommentsA recent report shows there is demand for advice within retirement plans. We share that insight and how an investment professional can serve a key role in assisting a plan sponsor on the most appropriate means of providing participant advice or managed account services.
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TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!