Answers

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You Might Ask

If you're not exactly clear on the role of a retirement plan fiduciary - you're not alone. We invite you to watch these short videos that explain the basics. Contact us anytime to talk about your situation and needs.

 

 

What is a Plan Fiduciary?
What is a Plan Fiduciary?

 

Are You a Plan Fiduciary?
Are You a Plan Fiduciary?

 

Will There be Outside Fiduciaries?
Will There be Outside Fiduciaries?

 

What are My Responsibilities?
What are My Responsibilities?

 

What to Do if You Get Notified of an IRS Audit?
What to Do if You Get Notified of an IRS Audit?

 

What can you Outsource?
What can you Outsource?

 

Why is a Documented Process Essential?
Why is a Documented Process Essential?

 

How Can the Plan Avoid an Audit?
How Can the Plan Avoid an Audit?

 


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