6 Red Flags

Have you ever worked with advisors or plan providers in the faith-based or nonprofit retirement industry and questioned the validity of their claims or promises?

Good, because you should. Your retirement plan is a critical part of your organization, and you want to deliver one that is based on truth, transparency, and trust. And if you can’t trust a service provider, it’s time to look for something new.

We’ve put together an email series reviewing 6 red flags you should be aware of when working with plan providers.

If you don’t want to find yourself trapped in a plan that looks good on the surface, but then months later has you scratching your head, thinking “I wonder why…”, then sign up for our 6-part emails series. We’ll take you through 6 different scenarios that should be on your radar when working with a plan provider.