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

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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. 

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

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