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Which Retirement Plan Vendor Do I Use?
Episode 51st February 2021 • TIAA Strategies With Independent Expert • Greg Shepard
00:00:00 00:15:04

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In today’s episode, I’ll be talking about the most common question I receive – “Greg, I have 4 or 5 different retirement plan vendors in my plan – which one do I choose?” Pretty simple question, right? But, it’s not as straight-forward as you may think. I’ll share with you what I do for clients in order to help them make the right decision. You’ll learn an easy 4-step process in order to make the decision easier. I’ll give you the tools to become more confident when making your decision. Does your retirement plan have Fidelity and TIAA to choose from? Which one is better? Listen to the podcast to find out how to decide between the two.

In this episode you’ll learn:

  • Which vendors to eliminate first
  • What to look for in a good retirement plan vendor
  • FEES, FEES, FEES! Stay away from them!
  • Fidelity or TIAA? Which one to choose?
  • How to get help if you’re “lost in the weeds.”

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