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THE SEASONED GUIDANCE your company's retirement plan needs

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Insightful articlesrelevant to your needs

This blog is our vehicle for sharing insights into topics related to company retirement plans. We hope you find it informative and encourage you to contact us with any questions or comments regarding what you’ve read here.

Ensuring that a plan’s fees costs are “reasonable” is one of the principal duties of a retirement plan fiduciary. This would seem simple enough, yet ERISA does not define reasonable and regulators simply provide broad, general guidance relating to the matter. This leaves plan sponsors with little to no direction as to where to begin. Plan sponsors, in…

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Sponsoring a retirement plan is one of the more challenging endeavors an employer can undertake. However, the advantages of offering a plan are undeniable – not only does it offer a savings vehicle for you and your employees, the tax advantages may help both your business and participants. Administering a plan and managing the assets require specific actions…

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As an employer and sponsor of a retirement plan, your company shoulders a great many responsibilities. Among them: listening to the needs of your employees, selecting appropriate retirement plan service provider(s), choosing and monitoring investments, keeping up with legislative changes, ensuring your plan is administered properly, and educating and informing plan participants – all at a reasonable cost.…

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Raymond James is not affiliated with and does not endorse the above companies.
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