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Items Your Annual Retirement Plan Review May Be Missing

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan. Many times, the focus of an annual review has to do with investments and fund line-ups; and while this is important and should absolutely be addressed, your review should go further. In this article, we are going to discuss a few not-so-common items to add to your annual plan review checklist. [DOWNLOAD CHECKLIST] Your review should assess five major areas: plan design, retirement readiness, fiduciary oversight, servi

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