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Have you scheduled your annual check-up? For your retirement plan, that is. Just like humans, a retirement plan’s “health” functions much better if it has an annual “preventive care” review. 

An annual review enables the employer, fiduciary, and/or advisor to proactively identify and address any potential, or actual, “health” issues. Early detection of any issue is always best, as the employer (or appropriate party) can mitigate the damages and costs that might otherwise result if the issue is not addressed, or is not addressed until discovered by a participant or regulatory agency. 

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