Our team would welcome the opportunity to provide a complimentary, confidential retirement plan study.
A well-chosen retirement plan can provide important benefits for you, your business, and your employees. Existing retirement plans can often be upgraded by improving on at least one of the following key components:
Have you benchmarked your plan fees versus other alternatives?
How much time do you spend on administering your plan? Have you ever wondered if you are spending more time and money than necessary to manage your 401(k) plan?
Do you understand your fiduciary obligations? Have you been given information about recent pension law changes and their potential impact on your plan?
Does your plan allow both pre- and after-tax contributions?
Do you and your participants know how much money should be saved for retirement?
How have your current investment options performed?
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