Randall & Hurley, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
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|Achieving Excellence Through a Retirement Plan Operational Review|
Francis Investment Counsel LLC
May 26, 2021
"[A] retirement plan operational review is a detailed analysis of how you're operating your retirement plan.... This exercise helps plan sponsors and their related service partners develop a policy to tactically administer the retirement plan in compliance with the laws and requirements under ERISA, the IRS, and the DOL."
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