When is the last time you have seen your current broker? Much less updated your plan to be D.O.L. (Dept. of Labor) and IRS compliant?
How Does Your Plan Measure Up?
Basically, there are two types of retirement services plan providers:
The total focus is product and price; programs are a commodity. Few services other than the placement of the retirement program are provided.
Trusted Provider - EBN
The focus not only includes product searches and analysis, but also provides a comprehensive range of services that fulfill your needs as a plan sponsor, including participant education programs, plan design, investment oversight and fiduciary reviews.
5 Point 401K Check-up
1. Participant Education - Does your plan:
2. Plan Fees and Expenses:
3. Plan Design and Administration:
4. Investment Portfolio:
5. Fiduciary Responsibilities:
Sign up for our free three-part information series, and start taking control over your retirement planning.
Find Out More HERE.
- What Were We Thinking?
- The Coming Generational Storm
- Defusing Corporate 401K Liability
Have more Retirement $