Time for a Plan Review?

It’s time to take a second look at your company’s retirement plan.

Chances are, you’ve already asked yourself if your current plan is doing its job. But how do you know?

  • Does your current plan’s advisor give your employees the direct education and guidance they need to make informed investment and savings decisions every step of the way?
  • Do you know which parties are collecting fees in your current plan, and what service they are providing for those fees?
  • Do you maintain the fiduciary liability of selecting and monitoring your plan’s investment options or have you delegated that duty?

As a fiduciary, it’s important to review your plan regularly. We may be able to help you by benchmarking your plan against plans of similar size. This assessment can be maintained in your fiduciary files, even if it ultimately leads to you staying with your current plan.

Contact us to learn more