Plan Sponsor Newsletter: Retirement Leadership Insights
Wondering how to help your 401(k) plan and committee succeed? Check out our latest newsletter for simple ways to keep your plan on track!
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What does a 401(k) committee do?
A committee’s work shapes the success of your plan! Here’s what they focus on:
Reviewing plan performance
Managing costs
Updating plan design for employees
Does your committee need a tune-up?
Tips for smooth committee transitions
New members on the committee? Keep things running smoothly with these tips:
Share plan basics and duties
Set up mentors for support
Keep records current
Ready for a seamless transition?
Should you consider auto-features?
Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone.
Works best with stable salaries and low turnover
Could add savings ease without added work
Are auto-features a fit for your team? Discover more
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Ready to boost your plan’s success? Connect with us to explore your options!
WORCESTER
324 Grove Street Second Floor
Worcester, MA 01605
CHICOPEE
50 Memorial Drive, Suite 407
Chicopee, MA 01020
PHONE: (855) 508-401k
FAX: (508) 519-8426
WEB: www.pwmg401k.com
EMAIL: info@pwmg401k.com
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
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