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5-Point Checklist to the Best 401(k) Plan

Our checklist provides a framework for plan sponsors and participants to evaluate, review, and improve their 401(k) plan.

Identify areas for improvement:

  1. Service, advice, education
  2. Provider fees
  3. Investment fees
  4. Fund performance/ratings
  5. Fund choices

Our goal is provide you with helpful information.

Read more about our fiduciary 401(k) advisor services.  Let us know if you'd like to chat.