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Image by Kojirou Sasaki

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.

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.

#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?

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