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LightPoint Portfolios
Robust Faith-Based Investing Solutions for Financial Advisors and Retirement Plans
LightPoint Portfolios
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  • ABOUT US
    • WHY FAITH-BASED INVESTING
    • OUR STRATEGIES
      • MUTUAL FUND / ETF
      • SELECT EQUITY
      • OUR COMMITMENT TO PERFORMANCE PRESENTATION
    • OUR STORY
    • INVESTMENT COMMITTEE
  • BUSINESSES
  • MINISTRIES
  • FINANCIAL ADVISORS
    • LIGHTPOINT™ FOR ADVISORS
    • CREATIVE FINANCIAL DESIGNS (CFD)
    • CAMBRIDGE INVESTMENT RESEARCH
    • ORION PORTFOLIO SOLUTIONS
    • CAREERS
    • SUBADVISORY PORTAL
    • BWC ADVISOR PORTAL
  • INVESTORS
  • RESOURCES
    • BLOG
    • FAQs
    • IN THE NEWS
    • I FOUND JESUS IN THE STOCK MARKET
    • INDIVIDUAL FINANCIAL PLANNING
  • SCHEDULE A CALL

Daily Archives: February 15, 2023

401k Advisor Interview

Questions to Ask Potential 401(k) Advisors

Advisors, Plan SponsorsBy David BlackFebruary 15, 2023

Questions to Ask Potential 401(k) Advisors According to a recent survey, 47% of plan sponsors are looking for a new plan advisor[1]. Are you one of them? If you’re actively looking for a new advisor for your plan or even if you’re just looking as part of a regular due diligence process, here are 6…

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