Our Services
Fiduciary Training

NERPA_What's in Your Fiduciary File?

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan.

In order to help our clients pursue their goals towards having a successful and compliant plan, every year it’s important to review certain aspects to monitor compliance and document how well the plan is being managed in accordance with regulations and guidelines. The trick is to not overwhelm or overload plan sponsors with an extensive plan review meeting. 

Download our free questionnaire to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider and investment due diligence.

Print out our free infographic for best practices and helpful tips to support you to properly manage your fiduciary duty. 

Contact Us

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

Schedule Time Directly

Northeast Retirement Plan Advisors

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

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