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Posts tagged "investment advisers"

New ERISA rule allows investment advice for retirement plans

We know of many people who are enrolled in their employer-sponsored 401(k) type plan but who are completely at sea when it comes to allocating their retirement savings. They are grateful for the benefit, but they often end up basing their investment decision on well-intentioned but arbitrary criteria. The fund is based here in Milwaukee? Check. My brother-in-law mentioned this fund over dinner one night? Check.

Alan C. Olson & Associates | 2880 S Moorland Rd | New Berlin, WI 53151
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