As a plan sponsor you have a tremendous amount of fiduciary responsibility to all of your employees. You can never completely eliminate all of your fiduciary duties but now you can transfer the vast majority of these responsibilities to the organization you select as a provider for your plan. This can be accomplished by hiring a non-directed trustee and working with a company who will be a named co-fiduciary on your plan taking sole responsibility for constructing and monitoring your plan's fund menu. This fiduciary protection can be obtained while offering low cost no load mutual funds that can reduce the invesment costs for your employees up to 50%. Include a high level of educational service, at no additional cost, and you will meet all of the requirements of 404C. Contact us for information and a no obligation 401K component analysis.

 

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