For a complimentary, no obligation fiduciary review of your company’s retirement plan, please give us a call. Don’t wait for the Department of Labor to come calling!
- Are your employees being offered access to investment education?
- Do you know what fees you are paying for your current plan? Are you paying too much?
- Do you have a written Investment Policy Statement in place for your plan?
- When did you last review your plan’s investment options?
- Are you following the guidelines set forth by the Department of Labor that require you to manage the plan as a “prudent expert” would? Have you hired an expert to handle these duties on your behalf?
- Are you offering your participants effective diversification across broad asset classes?