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Posted by jflorian on May 6, 2021

Retirement Planning is a Team Sport

Some would say that retirement plan administration is a team sport! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So, what roles and responsibilities should you look to fill for your firm to have a successful and compliant plan?

  • Key Team Players
  • Bundled vs Unbundled Servicing Options
  • Ultimate Oversight
  • Congratulations! It’s a Retirement Plan!
  • Asset Sale
  • Stock Sale
  • Upcoming Compliance Deadlines for Calendar-Year Plans
  • Department of Labor Issues Cybersecurity Guidance

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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