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Happy 401k Day


It's Time For Your Fiduciary Health CheckTM

Happy 401k Day

Why review your Fiduciary Health?

Plan sponsors are required by law to understand and fulfill fiduciary responsibilities owed to your retirement plans. Failure to adopt fundamental practices could result in regulatory intervention and potentially significant personal liability for plan fiduciaries.

We can help you take the prudent approach by focusing on the interests of your plan participants and their beneficiaries. We perform a “snapshot” assessment of current fiduciary compliance structures and processes; our assessment immediately identifies opportunities, improves procedures and systems – saving you time and money. MORE

Schedule your Fiduciary Health CheckTM today and SAVE!

When you schedule your Fiduciary Health CheckTM today you will receive 20% off your annual base administration fee for the following calendar year. For more info call us 314.824.5252 or email today. Offer expires 9.30.2009

What is 401k day?

401(k) Day is an annual celebration spotlighting the importance of employer-sponsored profit sharing and 401(k) plans. As retirement follows work, 401(k) Day follows Labor Day. In 2009, 401(k) Day is officially September 11, 2009, the Friday after Labor Day.

Created in 1995 by the Profit Sharing/401k Council of America, the annual event is designed to promote retirement savings education.

 

 

Schedule a Fiduciary Health CheckTM Today

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