3.0
4 May 2012
Current employee
Recommend
CEO approval
Business outlook
Pros
One of the three large retirement investment vendors (along with Vanguard and USAA) where an investor can automatically plug-in to low investor-borne fees (i.e. management, wrap, commission, ME, etc.) and avoid the nasty industry elements involving sales-minded "advisors/planners".
Cons
Have moved from treating front-line employees as valued team members to unwelcome sources of liability and expense...