Retirement plan self-checkup
RECORDED WEBCAST |
Join us to gain insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.
We’ll review additional plan features, plan terms and additional plan options you may want to consider to improve efficiencies and performance. We’ll also address best practices for plan fiduciaries, including:
- Information collection
- Investment oversight
- Employee education
- Documentation requirements
- Internal controls regarding data collection and maintenance
- Vendor selection considerations
