To learn more, call us at 561-868-2466.

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How Good is Your Company Retirement Plan?

The simple fact is that not all retirement plans, plan advisors, and service providers are the same, and the ability of a retirement plan to successfully provide a sufficient retirement nest egg for your employees is dependent on many factors.

Sweeping new regulatory changes like 408(b)(2) and 404(a)(5) are bringing increased scrutiny and burden on employers to take the appropriate steps to ensure they are providing the best plan possible for those who participate and to document a process for how plan and investment management decisions are made.

At Retirement Plan Ratings, LLC, we can provide access to a consultant from our network of independent retirement plan specialists for a thorough plan review and assessment free of charge. These specialists do not work for Retirement Plan Ratings, Inc., and there is no cost to conduct an independent plan assessment and no obligation to act on any recommendations made.

By participating in our plan assessment process, you can take an important step toward meeting your fiduciary obligations and help ensure you are providing the best plan possible to all who participate.

Click here to fill out a brief form. We will contact you to conduct a no obligation retirement plan assessment or simply call 561-868-2466.

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