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