Download the Reduce 401(k) Liability Checklist
Download the Reduce 401(k) Liability Checklist
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Reduce Your Retirement Plan Liability
Administering your company’s retirement plan comes with significant personal liability. An easy way to reduce this liability is to make sure your plan is compliant with ERISA section 404(c). To help you make sure your plan is compliant, we’ve developed a checklist that includes:
Assess Your Plan
A simple tool to help you assess retirement plan compliance.
Required Disclosures
Investment, administrative and disclosure requirements.
Stay Compliant
Helpful tips to ensure your plan is 404(c) compliant.
See What Our Clients Have to Say
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Peace of mind comes with reducing your liability.