Plan sponsors and administrators recognize the value of Larmann Financial in selecting and monitoring their investment lineup. Our firm utilizes two of the leading independent investment analysis programs available to the marketplace.
Our process incorporates:
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Fee Litigation With An Odd Twist
Understanding Fees and Avoiding Fee-Based Litigation
What Constitutes Proper Documentation of Retirement Plan Committee Meetings?
The SECURE Act - Helping Americans Save for Retirement
Target Date Funds
How Many Investment Options Should You Offer?
Last reviewed 05/05/2023
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