When selecting a financial advisor, is the individual knowledgeable of the Wisconsin investment statute applicable to the trust?
The School Financial Services team often receives questions or concerns like the above list. These decisions are the sole responsibility of the school district. DPI will not make a determination or recommendation regarding experts to hire, investment opportunities or types of trust agreements. It is the sole responsibility of the school district to set up an appropriate trust document to meet DPI and state and federal requirements, properly fund the trust and select a trustee to act in the interest of the plan participants and beneficiaries. We do recommend that you consult an expert in these areas.
Related Questions
- When selecting a financial advisor, is the individual knowledgeable of the Wisconsin investment statute applicable to the trust?
- What are the benefits of using an Independent Financial Advisor when I can deal directly with an investment fund house?
- What is the difference between an Investment Advisor and a Financial Planner?
