Annual Plan Check-Up
We will constantly help you manage the health and welfare of your retirement program over its lifetime. We advise you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis. We revisit objectives that have previously been established and make sure that the plan is on track to meet those goals and, if needed, help amend the plan should the priorities or demographics of the plan shift.
Improving and maintaining the health, wealth and goals of your 401(k) plan should be a top priority when it comes to keeping your plan on track. We are your partners in ensuring that you have peace of mind when it comes to your plan and making sure that it is current and up to date. On an annual basis, we will educate fiduciaries regarding their responsibilities, examine plan design and document prudent process.