cycle 3 restatement cycle
Reflections for the End of the Year
- November 13, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
As the year draws to a close, it’s a great time for qualified plan sponsors to reflect on their goals and objectives for sponsoring a retirement plan. In addition, they should reflect on whether the plan is providing the participants with the best means possible to reach their retirement income goal.
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!