It’s important to review your plan regularly to help ensure you are fulfilling your fiduciary duties as a plan sponsor and providing your participants with the best plan possible. A good way to accomplish this is to benchmark your plan; ideally, once a year.
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Need help benchmarking your retirement plan? At Oswald Financial, Inc., we specialize in retirement plans and supporting plan sponsors with administrative assistance. Reach out and learn more today!
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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