Regularly reviewing the target date funds (TDFs) for your organization’s retirement plan can yield big benefits — such as mitigating fiduciary risk, reducing costs and improving participant outcomes.
Choosing the right retirement plan recordkeeper helps your employees receive the education and guidance they need to plan for a financially secure life after retirement.
A fiduciary oversight review helps employers fulfill fiduciary responsibilities and improve retirement plan participant outcomes, while uncovering opportunities to reduce plan liabilities.