Easy Strategies to Streamline Your Retirement Plan Administration

Following the recent Cycle 3 Plan Document restatement mandate(s), we have been developing several new strategies that will make the ongoing administration of your plan easier in the future.

Does retirement plan administration take up too much of your time and resources? Are you following repeatable processes with day-to-day administrative tasks? Now, more than ever, there is an easier way to outsource those additional ERISA responsibilities to the experts.

View the recording below as Jerry and Joe share:

• What is a 3(16) Plan Fiduciary
• Why processes matter
• How to save time, reduce workloads and minimize your responsibilities
• How outsourcing many of the day-to-day retirement plan administrative burdens makes it EASY