Does Your Plan Need a Review?

Being a 401k plan fiduciary bears a tremendous amount of responsibility. It requires the retention of responsible plan advisors, monitoring those advisors, monitoring plan fees, shopping the plan to determine whether plan fees are reasonable, working on an investment policy statement, reviewing plan investments, and ensuring participant education.

So how do you know if your advisor is helping you meet your obligation? Check your plan’s fees and benchmark the net investment performance to see where you stand in comparison to your peers. If you would like some assistance, we can provide you with a free, no obligation cost breakdown and investment analysis.