Retirement Plan News & Updates

February is Fiduciary Plan Review Month

February 2, 2017 | XGS Road Show Events | 0 comments | Author:


February is Fiduciary Plan Review Month!  The theme of this month is to give plan sponsors a better understanding of their retirement plan and a solid foundation of goals for 2017. As plan sponsors we all know the importance of an outside independent review, it is both prudent and practical. Too often though the New Year starts and the retirement plan gets pushed to the back burner.

In order to help we are offering up to plan sponsors who register or have registered in the past for one our Retirement Plan Road Show – Fiduciary Summits,  a 1-hour review with our local fiduciary consultant complimentary!

What’s included:

  • Compliance/Governance Check Up
  • Legislation Update
  • Fees and Investment Analysis- Reasonableness and Improvement Highlights
  • Plan Design and Participant Education Effectiveness

For those interested please sign up directly before February 24th!

Sign up Here!