Are your employees satisfied with the current plan?
Do you know all of your plan costs and how they are allocated between the company and participants, including 12b-1, revenue sharing, and asset management fees? Are you 100% certain they are competitive to the industry average?
Do you have an investment policy statement; are you following it?
Have you taken the steps necessary to ensure you are in compliance with the department of labor’s regulations 408(b)(2) and 404(a)(5)?
Have you completed an independent “benchmark” or “audit” of your 401(k) plan in the last 2 years?
If you answered “no” to any of the above questions then you came to the right place!
Navigant Advisory Group -Fiduciary YFRAME connects employers with the most accomplished retirement plan professionals in the industry. Plan Sponsors interested in benchmarking their plans’ competitiveness and ensuring plan compliance are provided cutting-edge due-diligence and top-notch, unbiased advice. Our proficient network of advisors take pride in being true “plan partners” by providing case-specific solutions that save time, reduce expenses and exposure to fiduciary liability, and address both IRS and DOL compliance requirements. All consultations are based upon availability and offered at no cost or obligation.
Contact us today to schedule a face-to-face meeting with one of our retirement plan experts in your local area!