Transition to The 401k Source
by The 401k Source
1. Initial Meeting
1.1. The History of 401k
1.2. The New RIA
1.3. Fiduciary 3(21) vs 3(38)
2. Second Meeting
2.1. The 401k Source investment line-up
2.2. Fund Comparison
2.3. Cost comparison
2.4. Service Agreement
2.5. Broker of Record Letter
3. Set-up of New Plan Meeting
3.1. Letter of Intent to Proceed
3.2. Scheduling of phone call with service providers
3.2.1. Third Party Administrator
3.2.2. Recordkeeper
3.2.3. Financial Advisor
3.2.4. Plan Sponsor Contact