Considering Customization for your Retirement Plan

March 17, 2020
Posted by: Jeff Atwell
Category: Financial Plan, Resources

Current market conditions will require employers to review the investments in the company sponsored 401(k) plan, creating an opportunity for qualified plan professionals. Qualified plan professionals can assist Plan Sponsors in evaluating a more customized approach to the investments offered to plan participants.

As stated in the article you can download below, customization enables the plan sponsor to create a plan that reflects the unique circumstances, beliefs, and demographics of its own employees. The article outlines the 3 C’s associated with customization: consolidation, control, and cost.

By Jeff Atwell, AIF, C(k)P, CPFA , Principal, TRG Fiduciary Services, LLC

401K custom customization DC defined contribution plan sponsors retirement retirement plan

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Diversified Private Wealth Advisors

Considering Customization for your Retirement Plan

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