As a plan sponsor, one of your most important responsibilities is ensuring your organization's retirement plan has proper investment oversight. But how do you know if your investment advisor is delivering the services you should expect? In this article we outline the key functions as well as possible red flags.

A plan advisor should be providing investment advice on your retirement plan, since they should be taking on the fiduciary responsibility for selecting and monitoring the funds in the plan. In this article we break down key types of investment fiduciaries, including what to look for and how they could miss the mark.

Podcast host Candy Messer and I talked at length on her Biz Help for You show about all things retirement plans - it was a great conversation relevant to any business owner planning for retirement, HR professionals or those responsible for employee benefits, and entrepreneurs.