Your retirement plan is more than a simple account, or a list of funds.
As an employer, it represents a substantial resource investment, benefit, and a fiduciary responsibility. As an employee, it represents your long-term financial security
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As an employer, it represents a substantial resource investment, benefit, and a fiduciary responsibility. As an employee, it represents your long-term financial security
Navigant Advisory Group consulting services will take the burden off plan sponsors to evaluate the disclosure information that will be forthcoming. Further, Navigant will identify fiduciary breaches, conflicts, cost control issues and highlight areas that need additional fiduciary follow-up.
If necessary, Navigant will work with our network of advisors and specialists to negotiate fees across service providers to meet the test of reasonable compensation. Business owners have neither the time nor expertise to manage this process, as a fiduciary, they are bound to understand, review and monitor this.
Are you ready for new DOL disclosure rules?
With the passage of the new Department of Labor rules that fundamentally change the way 401K service providers disclose fees and conflicts, now is the perfect time for a 401K plan review to assess the ROI of your plan…and your plan broker.
Our 408(b)2 ToolKit provides the answers you need to understand these new rules, and our YFRAME (Your Fiduciary Responsibility and Management Evaluation) service, can uncover and help correct fiduciary shortfalls and improve your plan’s performance.
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