Have you recently examined retirement Plan alternatives that would be perceived as an improvement by your Employees, including lower operational and investment costs?
Have the Plan’s investment professionals provided the DOL required guidance and education to your Employees? Do company employees understand the investment options?
Is your Company and the Retirement Plan in compliance with the recent changes mandated by the Pension Protection Act (PPA) including Plan Disclosure Rules 404(a)5 and 408(b)2?
Does your plan have a 3(21) or 3(38) financial advisor to lessen your fiduciary burden associated with investment selection and monitoring? Does your plan have an ERISA 3(16) fiduciary to lessen your liability associated with plan administration?
INTERVIEW with ASSET TV: 401k FEE DISCLOSURES
Complete Advisors and its strategic partners can assume the full fiduciary and administrative duties of your Plan, acting solely in the interest of your company and its employees. Here are some key benefits of having Complete Advisors service your 401k/403b Plan:
A transparent, “open architecture” investment Platform which includes access to low cost ETFs
Robust online and onsite education for your participants
Objective investment and plan design advice
Most employers are unaware of the true cost of their retirement plan. Also, many plans are not maximizing outcomes for its participants.
If you would like your plan reviewed by an unbiased, fee-only fiduciary advisor: