Is your 401k plan in compliance?
- Are we getting the best value for our 401k plan in terms of fees and advice?
- Are we meeting all of our plan fiduciary duties and obligations?
- Do we have the right investment lineup for our plan?
- Do we provide a plan communication program that is effective?
- Are we receiving the type of record keeping service that we need?
- Is our 401k plan meeting our goals and that of the participants?
- Are we sure we are meeting all regulations and our plan is in compliance?