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The Checklist Every Retirement Plan Sponsor Needs (PDF)
The Rosenbaum Law Firm, P.C. Link to more items from this source
Jan. 23, 2014
"Are you properly insured as a plan sponsor? ... Who administers your plan? And do you have full disclosure of all the fees involved? Are the fees reasonable for the plan's size and how are the fees related to what is offered in the marketplace? ... Do you have an investment advisor and do you review your funds regularly to see if they are performing well, or can employees hold you responsible for not being vigilant? ... Do you distribute accurate, informative educational retirement fund materials and required documents to your employees? ... Is it time to retire your current plan in favor of one that works better for you in this economic climate?"

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