Heritage Institutional- December Retirement Report 2016

Each month, our Heritage Institutional team publishes the Retirement Report, which provides timely news and updates for plan sponsors and fiduciaries of defined contribution plans.  This month’s topics include:

  • Getting the Biggest Bang for Your Buck!- Negotiating Retirement Plan Fees with Your Provider
  • Changes in Employees Demographics May Impact Owner’s Percentage of Retirement Plan Contributions
  • Index Funds- Passive or Passive Aggressive?
  • Allowable Plan Expenses: Can the Plan Pay?

To read the full report, click here.