401(k) Benchmarking & Retirement Plan Transitions Explained скачать в хорошем качестве

401(k) Benchmarking & Retirement Plan Transitions Explained

Join us for a detailed conversation with Nick Vincent, Director of Implementation at 401GO, as we break down the ins and outs of 401(k) plan administration. From understanding the roles of recordkeepers, TPAs, and custodians to navigating bundled vs. unbundled plans, Nick walks us through the critical elements every business owner should know. We explore benchmarking your plan, plan transitions, fees, participant engagement, and strategies to optimize retirement benefits for your team. Whether you’re managing a small business, HR, or simply curious about retirement plan best practices, this episode offers practical guidance, real-world examples, and tips for selecting the right providers and tech solutions to make plan management easier and more effective. Schedule a Retirement Readiness Check-In: https://www.sacramento401kadvisors.co... -- Disclaimer: This video is for informational purposes only and does not constitute legal or tax advice. Consult a qualified retirement plan professional for specific retirement plan recommendations.