Your company’s retirement plan is an important part of the benefits you use to attract and retain top notch employees. With new fee disclosure legislation, now is a great time to evaluate your plan and see if it is the best fit for your company. You will soon be receiving detailed materials about your plan and these legislation changes from your plan provider. We will explain what to look for in these materials and ways to best manage your plan in order to maximize the amount going to your plan and minimize fees.
Join our retirement plan specialists as they discuss these new changes and share ways to take a second look at your company’s retirement plan to make sure it is in compliance with new IRS and DOL regulations
- Learn key requirements to operating your plan
- Get a clear explanation of fee disclosures and the impact on your plan
- Discover what to expect with your plan audit – and tips to make it a smooth process
Mike Gustafson, CPA, Melody C. Rute, and Sean Cote, AIF