Plan reviews are an important part of the role of a plan sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to consider during this review. Do you have a Retirement Plan Committee? Are you covering the right topics? Have you conducted an investment review? Having a Retirement Plan Committee can help keep the administration of your plan running smoothly. They can manage regular, ongoing reviews of the plan’s performance with regard to investments, fees, and company goals.
Watch this replay in which retirement and investment professionals from Wilmington Trust and American Century share a real-life case study that speaks to the importance of topics covered during plan reviews, and hear how a plan sponsor was able to successfully navigate through a 401(k) class action lawsuit.
In addition, learn more about how to review plan design features that may help make your plan more effective and help mitigate your risk as a plan sponsor. Watch the replay now.
Please see important disclosures at the end of the video.
This webinar is for general information purposes only and is not intended as an offer, recommendation or solicitation for the sale of any financial product or service or as a determination that any investment strategy is suitable for a specific investor and is not intended to provide specific investment, legal, tax, or accounting advice for any individual. There is no assurance that any investment strategy will be successful. The information in this material has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Opinions, estimates and projections constitute the judgment of the individual speakers. Facts and views presented in this report have not been reviewed by, and may not reflect information known to, or the opinions of professionals in other business areas of Wilmington Trust or M&T Bank. M&T Bank and Wilmington Trust have established information barriers between their various business groups.
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