Plan sponsors have loads to think about when it comes to the retirement plans they offer employees. And just because they’re supposed to know the latest rules doesn’t mean they actually heed them.

In a Sunday NAPA 401(k) Summit workshop, Pam O’Rourke of Integrated Retirement Initiatives, Jason C. Roberts of the Pension Resource Institute and Trent V. Sanden at UBS Institutional Consulting offered plan advisors some tips on how to ensure their sponsor clients steer clear of trouble.

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