401(k) Best Practices Model

Our Pledge…Monitor investment options and provide analytical reports to the Investment CommitteeRecommend changes to the plan’s investment options when neededFrequently monitor participant-directed activity and provide necessary educationOversee distribution of...

401(k)/403(b) Firm Fiduciary Checklist

The Prosperity PledgeAs your 401(k) or 403(b) Firm Fiduciary, Prosperity pledges to…Recommend that your Record Keeping Platform offer (3)21 Protection.Recommend that your Record Keeping Platform employ outside (3)21 or (3)28 Fiduciary Tools from either Wilshire,...