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Retirement Plans

Business Concerns

Liability Pitfalls

What are 10 common liability pitfalls encountered by the plan sponsor (company)?

Learn about the pitfalls.

Liability Pitfalls

Who's Responsible?

Many company executives have the belief that 'others' are responsible for decisions made regarding the company 401k.

Become more aware of who has what responsibility for decisions made.

Who's Responsible

Why NOT Just ANY Retirement Plan

A poor plan design can make it difficult, expensive and maybe even impossible for a 401k plan to achieve the goals desired by management.

An example of what the impact of a poorly designed 401k can have on a company.

401k Design

Employees are inactive in managing their portfolio.

Employees have soft reasons for not participating.

Most employees haven't made the effort to calculate / create a retirement target / goal.

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