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Pollard & Associates can assist financial advisors and registered investment advisors (RIAs) during initial discussions with potential plan sponsors by:

  • Accompanying the financial advisor or RIA to meetings with the employer/potential plan sponsor to answer technical questions about setting up and operating a 401(k) or other type of qualified retirement plan
  • Providing basic design illustrations for the financial advisor or RIA to share with the employer/potential plan sponsor
  • Providing basic cost analysis of different investment platforms that support thousands of fund options
  • Providing transparent pricing information for our third-party administration services