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MAP Retirement
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Employee Checklist: Lobbying for a Better 401(k) from Your Employer
Morningstar
Sept. 10, 2020 "If you're concerned that your company retirement plan isn't as good as it can be and want to try to help make it better, or if you're helping a loved one with a subpar plan, what follows is a checklist of the key steps to take.... [1] Gather information.... [2] Check up on fund fees.... [3] Check up on plan-level fees.... [4] Assess breadth and quality of investment options.... [5] Assess employer contributions.... [6] Assess availability of other features.... [7] Write it up and share it." |
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