If you run a business, you may be wondering how best to stay proactive on your 401k plan. The key is consistent monitoring. How often? Annually at a minimum. Quarterly is what we recommend to our clients.
What to monitor? We recommend your review:
1. The investment funds lineup
2. Employee eligibility
3. Your 401k plan team.
Want to learn more? Check out my video. Want to have your 401k plan benchmarked? Click here to get started.