Workplace Retirement Plans - 5 Priorities
Workplace Retirement Plans - 5 Priorities
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Sponsoring a workplace retirement plan creates a number of opportunities and responsibilities. As a financial consultant that is accredited and certified in the best practices of this space, please find my top 5 priorities to consider when administering a plan.
1. Plan Design
2. Fiduciary
3. Cost & Value
4. Plan Efficiency
5. Improved Outcomes