Retirement Plan Advisory Agreement: Understanding the Basics When it comes to retirement planning, it’s essential to get professional advice to ensure that you secure your financial future. One way to get this advice is through a retirement plan advisor. A retirement plan advisor is a professional who offers expert advice and assistance to individuals, businesses, and other entities on all aspects of retirement planning. When you hire a retirement…

A master service agreement, or MSA, is a legal document that outlines the terms and conditions of a working relationship between a service provider and their clients. It establishes the basic framework for all future interactions and can save both parties time and effort by establishing clear expectations upfront. While some MSAs can be lengthy and complex, a simple master service agreement can be just as effective for many…