
In his most recent episode, John Oliver did a great job uncovering several issues that plan sponsors and participants might find in their 401k plan. We are proud to say our approach to advising retirement plans addresses all of these issues: Fiduciary– Many “financial advisors” do not act as a fiduciary to their clients, meaning they can act in a sales-like capacity (broker) rather than acting in their clients’ best interests. Simply put – find someone who, both in practice and by law, must act in your best interest. Sontag Advisory acts as a 3(38) ERISA fiduciary to our corporate retirement plan clients,…
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