Annual Summary of 700+ Retirement Plan Sponsor respondents who volunteered to participate in our nationwide survey. [FREE REPORT DOWNLOAD}

Annual Summary of 1432 Retirement Plan Sponsor respondents who volunteered to participate in our nationwide survey. [FREE REPORT DOWNLOAD}

So what’s next?

While you and the other proactive plan sponsors were undoubtedly asking, “how do I best prepare for this educational event?”, we assembled everything you need to know. Please find below a simple guide to maximizing your event experience

We asked a former Senior DOL Investigator to share the following 12 questions that are commonly asked by the DOL during an ERISA Investigation. Plan sponsors and employers should ask themselves: How well can I answer these questions? How solid is my fiduciary process? Below you can download our free fiduciary worksheet and score your compliance answers to duplicate a DOL Investigator interview.

Many people, including plan sponsor/employers, aren’t aware that pension retirement plan information on the Form 5500 is public information and can be downloaded