ERISA Part Two - Choosing the Right Type of Investment Advice

Plan sponsors often need help selecting the investment options for a plan, so they may wish to engage professional assistance. Choosing what type of help may seem like a confusing task. Many TPAs bring extra value to a relationship by educating the plan sponsor about what types of guidance are available and what impact each type may have on the sponsor’s own fiduciary liability.

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Bates Group’s consulting and testifying experts have diverse backgrounds resulting in a wide variety of expertise. With all that diversity, they have one thing in common – they are all outstanding practitioners in their fields.

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