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Discover valuable insights and practical tips to help you navigate your financial journey.
Is Your Company Retirement Plan Due for a Checkup?
Many employers offer 401(k) and/or profit sharing plans. Employers, as Plan Sponsors, have a fiduciary responsibility to review periodically the plan’s terms, features, fees, investments with their vendor(s) and their vendors to assess whether any plan changes are required to satisfy the compliance and fiduciary standards required under the Employee Retirement Income Security Act (ERISA). The day-to-day business and employee needs, generally, take precedent which makes it difficult for employers to find time to review their plans.
Market Outlook Newsletter
3rd Quarter 2022
Whether this question brings up good or bad memories, we have all been asked or have personally asked this question while attempting to reach a vacation destination.