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News and Information for Employers Q12020

Retirement Partners of Hawaii

The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been set. Preparing for the unexpected can be a delicate balancing act, but it is vital for the organized plan administration!

Our Q1 2020 Lift Retirement Newsletter covers the following topics to help you manage your fiduciary plan governance:

  • Thinking About Changing 401(k) Providers? Five Things You Should Know

  • 10 Steps to Help You Handle a DOL Audit

  • Managing Risk: Do’s and don’ts for your company’s retirement plan committee


   CONTACT US   

1003 Bishop Street

Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

Retirement Partners of Hawaii and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.

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