Your Retirement Plan Fiduciary Due Diligence & "Check-Up" Template


Sponsoring a retirement plan for your employees is on the top of the list of most valuable benefits. Not only is it an important talent attracting and retention tool, but it is also imperative for the financial well-being of your staff. As the plan sponsor of your retirement plan, you have a fiduciary responsibility to ensure the plan you provide is suitable for your organization and employees. To fulfill this responsibility, there are tactics included in the attached report and template that you don’t want to miss.

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