Choosing the Right Retirement Plan Consultant: Independence, Transparency & Fiduciary Duty

Choosing the right fiduciary consultant is more than a best practice—it’s a legal responsibility.

Our guide, "Choosing the Right Retirement Plan Consultant: Independence, Transparency & Fiduciary Duty," helps plan sponsors navigate this critical decision with clarity and confidence.

• Understand key risks hidden in Form ADV disclosures
• Identify conflicts of interest and ensure consultant independence
• Learn what truly matters under ERISA and DOL guidance
• Access a customizable RFP template to streamline your process

Make informed, compliant decisions that protect your plan and your participants.

Download the guide now and take the first step toward a stronger fiduciary process.