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For Fathers Day this year, my daughters surprised me with a fishing trip. To improve our chance of success, we hired a captain for the outing. But, its not enough to know the captain is licensed you need to make sure he or she knows the waters and has experience specific to the type of fishing you want to do.
Hiring a financial professional is very much the same process: Plan sponsors need to hire the right one for the job.
Friedman is the tax-exempt national practice leader with the Principal Financial Group, an investment management and retirement leader. A noted expert on 403(b) plan design, he has been consulting … Read full bio
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