Designing Plans to Meet Retirement Goals
- May 27, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Two of the elements of Designing a Retirement Plan Standard of Excellence are designing a plan to meet the Plan Sponsor’s mission or goals and objectives and designing a plan to assist and inspire participants in meeting their retirement goals. The attached article provides some interesting statistics and strategies Plan Sponsors have implemented, or are considering implementing to accomplish these goals.
TRG has made the hopes of expanding our 401(k) practice a dream come true. Their thorough, organized, and hands-on approach to doing business together has been nothing short of amazing. They are an integral part of our team and we could not ask for a better organization to interact with our clients every day!