Services

Navigating the maze of retirement plans can be daunting, but with our guidance, we'll help you find the perfect fit for your business, your budget, and your employees’ needs.

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Maybe you already have a plan that’s been in place for years. Has it been reviewed recently? If your answer is no, we can help you answer these five critical questions.

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#1: When was the last time you benchmarked your plan and service providers?

#2: Does your plan have a formal education policy?

#3: Does your plan have former employees with balances remaining in the plan?

#4: What does your plan’s compliance governance process look like?

#5: Have you sought to protect yourself adequately from fiduciary risk?