At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.
Stay in the loop with the best practices in our Q1 plan sponsor newsletter.
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MATTHEW C. MONROE, AIF®, CRPS®
MANAGING PARTNER
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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