PLAN SPONSORS
In today's ever-changing regulatory market, it is more important than ever to stay on top of your 401K retirement plan.
If you answer no to any of the following questions, now is the time to review your plan:
Have you done a complete review of your 401k plan in the past twelve months?
Are your fiduciary responsibilities up to date in sponsoring a retirement plan?
Do you have a written Investment policy statement?
Have you conducted an employee education meeting on the 401k plan in the last 6 months?
Have you conducted a fee comparison to make sure your plan is competitive?
Do you understand the new "full fee disclosure" rules (408b2) that will begin in 2012?
Now more than ever, businesses should analyze the qualified plans they have in place to ensure they are offering the right options to their employees at the lowest cost. Companies that best manage 401k administrative, service, and investment management fees will benefit.
NEED Help?
Request our Plan Sponsor survey to help you keep your plan on track.
Get personal assistance.
Office 1-508-224-9646