You may want to think about doing your own. It isn't very difficult to manage the plan on your own (with a little help from a lawyer to get it set up and running). I manage my company's plan, there are five employees investing with it, and each have their own mutual funds. They pick what they want to invest in, and then I simply process the transactions for them. No financial advisor needed.
Monday, August 23, 2010
Unbiased advise for a small corporation profit sharing pensin plan?
How can I find a financial advisor for a small corporation profit-sharing pension plan? I want someone who charges a flat fee and does not get paid choosing expensive mutual funds.Unbiased advise for a small corporation profit sharing pensin plan?
You may want to think about doing your own. It isn't very difficult to manage the plan on your own (with a little help from a lawyer to get it set up and running). I manage my company's plan, there are five employees investing with it, and each have their own mutual funds. They pick what they want to invest in, and then I simply process the transactions for them. No financial advisor needed.beauty
You may want to think about doing your own. It isn't very difficult to manage the plan on your own (with a little help from a lawyer to get it set up and running). I manage my company's plan, there are five employees investing with it, and each have their own mutual funds. They pick what they want to invest in, and then I simply process the transactions for them. No financial advisor needed.
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