Shelton 401(k) Pro-Tips2020-07-09T22:08:03+06:00

Shelton 401(k) Pro-tips

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3(21) vs. 3(38) Fiduciaries – Understanding the Differences

As a plan sponsor you have a fiduciary responsibility to your plan participants. This fiduciary duty extends to all aspects of your organization’s 401(k) plan. One of the most important aspects of a 401(k) or any defined contribution retirement plan is the investment menu offered to the plan participants.

June 10th, 2021|
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3 Reasons Companies Review and Change 401(k) Plans

Plan sponsors should be reviewing all aspects of their company’s 401(k) on a regular basis including these three reasons. Your plan’s advisor or consultant should be playing an integral role in this review process. Upgrading your plan every so often can be a good thing for your company and for your participants.

April 29th, 2021|
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Changing 401(k) Plans? Read this.

Changing 401(k) plan providers can be a complex process. Plan sponsors should treat this transition with the same care and planning that they would devote to any change in their business.

April 16th, 2021|
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