Pension Investment Review
Whether it’s a 401k or Pension, every year Plan Administrator's should evaluate their Qualified Plans. Plan expenses, investment performance and employee communications are just a few topics to review annually. Below is our checklist to make sure you Plan is following best practices. If you would like to find out more please contact us.
Fiduciary Checklist
Investment Council Meeting
- IPS
- Evaluate Investment Lineup
- Monitor Fees and Expenses
Fee Disclosures
- 404A-5 Plan Participant Notice
- 408B-2 Plan Sponsored Annual Notice
Plan Effectiveness
- Participation Rates
- Demographic Info
- Employee Engagement