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Year-End Wrap-Up: Evaluating the Effectiveness of Your Company's Retirement Plan

  • Writer: Larry Kavanaugh, Jr.
    Larry Kavanaugh, Jr.
  • Nov 1, 2021
  • 1 min read

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market.


Benchmarking is a way to determine your retirement plan’s effectiveness. As relevant data is gathered, you can compare your plan to others of a similar size in your industry. Comparing your plan regularly can help identify more opportunities for improvement.






 
 

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Northeast Retirement Plan Advisors

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

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

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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