Plan Sponsors and Plan Trustees have important responsibilities - how do you measure up?
Does your plan have an Investment Policy Statement? Were your participants prepared for the downward move in the stock market? How do you manage the fees associated with your plan? How frequently do you monitor the performance of your investments? Is your investment review a true and documented review, or is it a verbal or passive rubber stamp? What is the proper methodology for managing the education process? Do you comprehend the fees being charged to your plan?
If you are unsure about the answers to any of the questions above, please contact us for a review of your plan.
