Happy 401(k) Day!

Today is a great reminder for participants to

• Increase your deferal amount
• Check your allocation
• Update your beneficiaries
• Set up a meeting for Financial Planning

It's also a great day for Plan Sponsors to

• Review the services and fees of their advisor
• Make sure all meeting minutes, Investment Policy Statements, etc are updated
• Read their Committee Charter and renew their understanding of their fiduciary duties
• Set goals for next year