Gene Perret, “Retirement is wonderful. It’s doing nothing without worrying about getting caught at it.”
Fred Rogers, “Often when you think you’re at the end of something, you’re at the beginning of something else.”
Do you own a business with a 401k plan or are looking to start a 401k plan? When was the last time you had a plan audit that looked at whether or not you were meeting all of your fiduciary obligations with the plan? Are you aware that in your role as plan fiduciary you might be held personally liable for plan losses as well as possible civil penalties or worse? We can help you get the peace of mind that comes through knowing that you’re meeting these fiduciary obligations. To learn more about the many obligations of a fiduciary, please click on this link from one of our 401k partners, John Hancock: https://retirement.johnhancock.com/us/en/viewpoints/erisa–plan-design/the-basic-duties-of-an-erisa-retirement-plan-fiduciary
With our plan analysis tool we can help point out those areas of your plan that are strong as well as those areas of your plan that would be classified as a weakness. We can then work together to address the areas of weakness and turn them into strengths as well.