Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Plan Sponsors: How to Know When It's Time to Update Your Investment Options
PlanPILOT July 16, 2021 "You're seeing lower fees among similar plans ... If something is no longer fulfilling its original role in your plan's menu, consider taking a second look.... Performance has been subpar over the long-term ... [R]eplacing funds from time to time is critical to ensuring your plan participants have access to the best funds possible." |
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