Are you sure you’re asking your investment professionals the right questions?
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  • Writer's pictureAIM Team

Are you sure you’re asking your investment professionals the right questions?

The U.S. Department of Labor has established new rules that may make Missouri employers with retirement plans liable for penalties if certain conditions are not met. In fact, an employer could be penalized for using an investment advisor or broker that has conflicts of interests – conflicts you may not even know about!

CAPTRUST is holding a webinar on Wednesday, August 24 at 4p.m. ET to help you discover the questions that should be asked of your investment professionals and learn how to structure an RFP to administer your retirement plan.

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