The start of a new year is a great time to review your fiduciary governance process and confirm that your fiduciary priorities have been set. Preparing for the unexpected can be a delicate balancing act, but it is vital for the organized plan administration!
Our Q1 2020 Lift Retirement Newsletter covers the following topics to help you manage your fiduciary plan governance:
- Thinking About Changing 401(k) Providers? Five Things You Should Know
- 10 Steps to Help You Handle a DOL Audit
- Managing Risk: Do’s and don’ts for your company’s retirement plan committee