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Where to Find Retirement Plan Specialist for Questions Related to Retirement Accounts

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  • Where to Find Retirement Plan Specialist for Questions Related to Retirement Accounts

    Anyone have any recommendations for where to find a retirement specialist that could answer some questions related to Solo 401(k)'s, defined benefit plans, etc. for a nominal fee (flat fee)?

    Would like some legal clarifications of several things related to retirement accounts.

    Thanks!

  • #2
    Check out the descriptions of services offered by the recommended financial advisors on WCI’s list on his home page.

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    • #3
      hard to know where to start, “retirement specialist” could be a competent financial advisor, or a third party admin as related to solo k and DBP, or could need an ERISA attorney for “legal clarifications”

      you could simply ask the question(s)

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      • #4
        Originally posted by jacoavlu View Post

        you could simply ask the question(s)
        youre more likely to get actually correct and specific answers here or bogleheads....

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        • #5
          I think OP has asked several challenging questions on the forum lately. The problem is that I think s/he will have a hard time finding a professional, likely a TPA willing to spend the time for a “nominal fee” without providing any ongoing management.

          I’d agree with posting all the questions here in one place and hoping spiritrider catches them.

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