We provide assistance in the following areas:

We provide assistance in the following areas: from Visionary 401(k) Solutions

By: Visionary 401(k) Solutions  07/02/2015
Keywords: Retirement Plan, Planning For Retirement, Retirement Planning Strategy

Development of an Investment Policy Statement Development of an Education Policy Statement Bench marking of investments provider fees and expenses Reviewing Plan Documents ERISA Fidelity Bond review Section 404(c) Compliance Ongoing Performance Monitoring Quarterly monitoring of the plan investments and prudent evaluation whether to keep or replace them Maintaining of adequate documentation of quarterly reviews Employees Communication & Education Assistance QDIA Selection/Review

Keywords: Planning For Retirement, Retirement Benefit Options, Retirement Plan, Retirement Planning Strategy

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