I've never done any 401k business, but I understand I can become broker of record on existing plans. First of all, what does that mean? Do I just appear as a name on their statements?

like
Posting as :
works at
You are currently posting as works at

And assume all fiduciary liability

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Not worth it. Very time consuming meeting with participants and a race to zero on fees. Run away.

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Thank you.

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Father of two princesses. 2 years and 4 months.

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Kindly suggest.

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