401(k) Best Practices Model

Our Pledge... • Monitor investment options and provide analytical reports to the Investment Committee• Recommend changes to the plan’s investment options when needed• Frequently monitor participant-directed activity and provide necessary education• Oversee...

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

Prosperity for your business... 1.) Recommends that your Record Keeping Platform offer (3)21 Protection. 2.) Recommends that your Record Keeping Platform employ outside (3)21 or (3)28 Fiduciary Tools from either Wilshire, Mesirow or Morningstar. 3.) Prosperity...