Products July 3, 2012
NTSAA Releases Plan Consultant Checklist
July 3, 2012 (PLANSPONSOR.com) – The National Tax-Sheltered Accounts Association (NTSAA) offers a checklist for plan sponsors looking for a plan consultant.
Reported by PLANSPONSOR staff
The checklist helps 403(b) and 457 plan sponsors assess the need for a consultant, as well as decide whether a formal request for proposal (RFP) is needed to choose one. It also includes a list of questions to ask a potential consultant.
The checklist is here.