Managing a company retirement plan is complicated. Maintaining compliance with regulations, understanding fee arrangements, deciding whether the current plan design is most appropriate, choosing and monitoring the plan investment choices, gauging the success of participant education efforts, and knowing your role as plan sponsor or trustee can be challenging.

To properly navigate these issues, an unbiased periodic review can assist to avoiding costly mistakes. It is critical to an employer’s operational and fiduciary success that a plan sponsor or trustee be thoroughly engaged.

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