The 401(K) Owner’S Manual

The 401(K) Owner’S Manual

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Employees have entrusted their retirement assets to your care. Are you making the right decisions? Whether you are a business owner or corporate manager responsible for establishing and maintaining a 401(k) program or an engaged participant interested in plan design, this manual provides practical recommendations on creating and maintaining a best-in-class plan. Three retirement plan professionals help you: Understand how 401(k) plans work and the features that drive successful employee retirement outcomes. Make prudent decisions concerning costs, vendor selection, investments, plan design and operations. Govern your plan to limit liability and protect fiduciaries, while enhancing investment opportunities and helping employees achieve financial security. Moreover, if your organization is a 501(c)(3) not-for-profit agency, foundation, or private school, this manual is applicable in almost all respects to ERISA 403(b) plans. While maintaining a best-in-class 401(k) plan may seem daunting, you can lower costs and provide personalized retirement planning and investment advice to employees all with minimal fiduciary risk. Find out how with The 401(k) Owners Manual.Best-practices consulting firms typically have dedicated customer service representatives with bottom-line accountability for the success of your plan. Finally, you can highlight some of the ideas and issues from this book and ask the plan advisor for their own approach. Action Items aœ“ aœ“ aœ“ aœ“ Identify the person or company serving in the role of plan advisor and determine his or her status and capabilities both as a plan fiduciary and as a plan specialist. Define the scope of duties of theanbsp;...

Title:The 401(K) Owner’S Manual
Author: Scott Everhart, Brian Hanna
Publisher:iUniverse - 2017-06-19

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