Previously, we’ve discussed when a plan sponsor may seek the guidance of a retirement plan consultant and what services consultants can offer. When you’ve decided to seek assistance from a consultant, the next focus should be finding an appropriate consultant that can provide the specific services you need. The search for a retirement plan consultant shouldn’t be rushed. There are thousands of consultants and many offer unique or varying levels of service. These guidelines are designed to help clarify the process and what to look for when selecting a plan consultant.
