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.