TAG Resources | Request A Proposal

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Plan Basics

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Startup
Takeover

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Advisor Info

Advisors on the Proposal*

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Two

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Securities Licensed?*

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Investment Manager*

Stifel Ackowledgement*

I hereby acknowledge and understand that Stifel’s (K)lear Choice 401(k) Retirement Plan Exchange, powered by TAG Resources, is to be presented as a suitable alternative for my client’s or prospect’s 401(k) plan. Since PearlStreet/Stifel is the 3(38) investment manager for the (K)lear Choice program, I understand that in presenting this solution to a client or prospect as a Stifel Financial Advisor, I am only permitted to “educate” my clients on the benefits of the (K)lear Choice program relative to other options available to the client, but I am prohibited from making a direct recommendation of the solution.

Raymond James Advisor Type*

Recordkeeper Info

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