Edelman Financial Engines Director of the Retirement Plans Division Jim Marx walks Jean and Soledad through a list of questions to ask a financial advisor about retirement plan benefit options for a small business.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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