How exactly does this work? We know that your time is important, but we also know how important it is to have your retirement plan working correctly, so our comprehensive analysis begins with a brief 30-minute discussion. We ask many questions about your plan and listen carefully to your answers. We ask how your participants are educated and how the investments are selected for the plan. What types of documentation and notices are being provided? How is the plan structured? Along with these answers, we ask for some supporting documentation.
- Enrollment materials
- Annual notices
- Current fee disclosure documents
- Summary plan description
- Assets by fund
- Plan review
This initial conversation and the supporting documentation give us the information we need to provide you with our detailed Retirement Plan Diagnostic.