Download Our Fiduciary Checklist

Can you tell how your retirement plan is working for your organization? Are you considering a vendor change? Download our Retirement Planology® Short Plan Fiduciary Checklist for industry insights to the following:

  • Understand your plan and your responsibilities
  • Carefully select service providers
  • Make timely contributions
  • Avoid prohibited transactions
  • Make timely reports to government and disclosures to participants.

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