Plan reviews are an important part of the role of a Plan Sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to consider during this review. Do you have a Retirement Plan Committee? Are you covering the right topics? Have you conducted an investment review? Having a Retirement Plan Committee can help keep the administration of your plan running smoothly. They can manage regular, ongoing reviews of the plan’s performance with regard to investments, fees, and company goals.
Watch this replay in which retirement and investment professionals from Wilmington Trust and American Century share a real-life case study that speaks to the importance of topics covered during plan reviews, and hear how a plan sponsor was able to successfully navigate through a 401(k) class action lawsuit.
In addition, learn more about how to review plan design features that may help make your plan more effective and help mitigate your risk as a plan sponsor. Watch the replay now.
To experience the value a retirement plan advisor can add, connect with the Wilmington Trust 401(k) Advisory Services team today.Contact an Expert