How to Choose a 401(k) Partner

Are you a veterinary practice owner or manager wondering whether your hospital has the “right” employee 401(k) plan? Before you start investigating, it’s best to have a credentialed, impartial adviser to guide you — someone operating as a fiduciary, not a salesperson. These professionals can help you navigate the situation while considering your unique needs and goals.

First, let’s consider the various plan recordkeepers. Name-brand examples are Fidelity Investments, Vanguard, Empower, American Funds, Principal Financial Group, T. Rowe Price, Voya, Charles Schwab, John Hancock, ADP and Paychex.

Next, here are the five questions you should ask your 401(k) provider or potential partner.

Learn more in our latest article in Today’s Veterinary Business. Click here to read it.