The 5 Components of an Efficient Retirement Plan

Plan Design

• Does your plan allow you to take full advantage of all the current benefits allowed by law?
• Would you like the ability to save more than your current plan allows?

Costs

• Are your TPA fees, investment costs and advisor fees as cost effective as possible?
• Are the costs being paid in the most tax effective way available?

Technology

• Does your plan give you and your participants the most up to date technology available, combining all of your benefits and company information on one "easy to use" website?

Performance

• Are you investments inside your plan performing at least up to their comparable indexes?
• Are there enough offerings to satisfy your fudiciary responsibilities?
• Are too many of the investment offerings overlapping?

Service

• Does your current advisor provide adequate investment education to you and your employees?
• Is your advisor available to meet with your participants at least every quarter?
• Are you happy with the service you are receiving?

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