top ten
-
DOL Investigations of Retirement Plans: 10 Key Areas of Focus
- September 2, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsPlan governance is a key element in defining a retirement plan standard of excellence. Our resource outlines 10 key areas the DOL is focused on regarding the governance of a qualified plan. As indicated in the article, only a couple of the key areas of concern deal with the investments in the plan.
If you have any questions or concerns we’d love to here from you. You can call us or email us by clicking on the button below.
TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!