Christopher Carosa, CTFA posted an update in the group Communication 9 years ago
How Often Should Plan Sponsors Meet with Service Providers? – Monthly, quarterly, semi-annually, or annually? A plan and its investment option menu is like an aircraft carrier – it takes a long time to turn it. Unless something dramatic happens, meeting more than once a year may lead to short-term reactive decision making, which may not be in the best interests of the plan participants. What do you think?
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