When was the last time you reviewed your retirement plan – 5 years ago, 3 years ago?
If it has been over a year, it may be time to benchmark your retirement plan, but it doesn’t have to be a chore this time around. After your review, you should feel more confident with your plan’s design, employee engagement, service providers, funds and fees. Come prepared to do your review with 20 questions that will help you evaluate your plan.
This clip outlines 5 main areas of your retirement plan and the questions you should be asking.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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