By conducting an evaluation of your plan's performance, investment options, fees and other factors, you can identify areas that need improvement and take steps to optimize your plan's design. This can help you stay on track with retirement plan goals, provide better benefits to your employees and reduce your liability as a plan sponsor.
Below is an Annual Retirement Plan Questionnaire to help you assess your plan’s overall health!
401K EXTRA | RETIRE YOUR WAY
Fran Gillis AIF, QPFC, PPC, CFWP
Lucas Gillis CPFA, CFWP
connect@401kextra.com
970-225-2001
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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