Is there any advantage in using a local retirement agency other than something
like Fidelity or T.Rowe Price, when you consider endgame type scenarios?
Iow, are large companies just as personable as the smaller ones. I've noticed a
few relatives shift funds to a smaller local retirement agency, one that has
ties to Franklin funds, but they do not seem to be that aggressive in money
management. But they seem to be well scrubbed, nice people that are very
personable. I think they shifted because of some sort of convenience or risk
- posted 6 years ago