On Demand Webinar:

Annual 401(k) Plan Reviews: Have You Done Yours?

On Demand | 30 mins

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About the Event

Do you know how much your 401(k) plan actually costs? What about your plan’s “health” – is it in compliance and effectively serving participants?

The IRS recommends an annual plan review to assess any administrative errors and whether you’re overpaying in fees. It can also help you maximize your plan and evaluate any need for improvements.

In this online event, we'll tell you what to expect with an annual plan review, including an assessment of plan design, fee structure, and investment performance. We'll also discuss what to look for in a plan provider. A plan review is a simple way to help save time and money, so don’t miss this presentation.

Note: This webinar is not eligible for CPE or IRS CE credit

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