Retirement Plan Management for Small Business
navigation Retirement Plan Basics Retirement Plan Management Creating a Roadmap Finding Help When to be Wary Glossary Download the Guide

When to be Wary
Be careful in selecting a qualified professional to assist you. Some warning signs to look for:

  • Vague ideas or plans. Qualified professionals should be willing to discuss in detail what they will do for you and the plan.
  • Undue promotion of certain funds. They should address the selection and monitoring process rather than promote funds with impressive recent track records.
  • Reluctance to discuss compensation. Qualified professionals should be open to discussing their compensation.
 
  © 2003 Nationwide Financial Services, Inc. All rights reserved.
W-9445   Additional Information  
 

 


Nationwide Financial

SBA
 
Industry Quotes Home www.nationwidefinancial.com