Plan Sponsor Guide: Pandemic Checklist

You shouldn’t have to face these unprecedented times alone.

Retirement plan sponsors are dealing with tremendous complexity, confusion and uncertainty. COVID-19 has changed every facet of society as we know it— including how you manage your 401(k) plan. If you’re having difficulty wrapping your head around all of the changes and to-dos, you’re not alone.

To determine if now is a right time to hire an advisor or contemplate replacing your existing one, please download the checklist below, and feel free to contact us for a more detailed review of your retirement plan.

Download Here: Pandemic Checklist