Evaluating Pension Consultants & Advisors

CFA Institute
What Every Investor Should Know

Charles Schwab Institutional
Investing In More Objective Advice:
A Guide to Working With an Independent Registered Investment Advisor

Fi360
Self-Assessment of Fiduciary Excellence

Fred Reish & Joe Faucher
The Fiduciary Duty to Ask for Help

Morningstar Advisor
Fiduciary Focus: The Ideal Advisor to Retirement Plan Fiduciaries

Multnomah Group, Inc.
ERISA Fiduciary Responsibility:
Fiduciary Reliance on Registered Investment Advisors

NAFPA
Comprehensive Financial Planning Diagnostic

Comprehensive Financial Planning Checklist 

Pete Swisher
Solving an Employer’s Fiduciary Dilemma:
Liability, Discretion & The Role of the Qualified Plan Advisor

PWBA Advisory Council Working Group
Questions A Fiduciary Should Ask

SEC
Examinations of Select Pension Consultants

Investment Advisors:
What You Need to Know Before Choosing One

U.S. Department of Labor
Selecting & Monitoring Pension Consultants:
Tips for Plan Fiduciaries