• Larry Kavanaugh, Jr.

News and Information for Employers Q12020



The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been set. Preparing for the unexpected can be a delicate balancing act, but it is vital for the organized plan administration!

Our Q1 2020 Lift Retirement Newsletter covers the following topics to help you manage your fiduciary plan governance:


  • Thinking About Changing 401(k) Providers? Five Things You Should Know

  • 10 Steps to Help You Handle a DOL Audit

  • Managing Risk: Do’s and don’ts for your company’s retirement plan committee

Download the Newsletter

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 

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Northeast Retirement Plan Advisors

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

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