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RFP # 497 PROFESSIONAL, TECHNICAL AND EXPERT SERVICES Clark County Washington May 22, 2007, Request for Proposal for: Investment Consultant for 457/401(a) Deferred Compensation Plan Review PROPOSALS
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How to fill out investment consultant for 457401a:

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Gather all relevant financial information, including your current income, expenses, assets, and liabilities.
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Contact the chosen investment consultant and schedule a consultation to discuss your specific financial goals and objectives.
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During the consultation, provide the investment consultant with the necessary documents and information related to your 457401a plan.
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Who needs investment consultant for 457401a:

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Employees who participate in a 457401a retirement plan and require professional guidance in managing their investments.
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Investors who prioritize personalized advice and want assistance in creating a tailored investment strategy that meets their retirement goals and risk tolerance.
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Investment consultant for 457401a is a professional who provides advice and guidance on investment decisions for an individual's 457401a retirement plan.
Individuals who hold a 457401a retirement plan and seek professional investment advice may choose to work with an investment consultant.
To fill out an investment consultant for 457401a, individuals can research and select a qualified investment consultant based on their needs and preferences. They can then engage in discussions, meetings, and provide necessary information to the consultant to receive guidance on their 457401a investment decisions.
The purpose of an investment consultant for 457401a is to help individuals make informed investment decisions for their 457401a retirement plan. Consultants provide expertise, analysis, and recommendations to optimize investment strategies and potentially maximize returns.
The specific information reported on an investment consultant for 457401a can vary depending on the requirements set by the individual and the consultant. However, it generally involves sharing relevant financial information, investment goals, risk tolerance, and any specific preferences or restrictions the individual may have.
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