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GET YOUR COMPLIMENTARY R.E.T.I.R.E.®  HANDBOOK
The R.E.T.I.R.E.® Handbook has become a valued resource for many 401(k) plan managers of small to mid-sized businesses. To order your complimentary copy, please complete the form on the right.
 
Handbook features include:
  • Responsibilities — Identify who and what is a fiduciary
  • Expenses — Understand and analyze your 401(k) plan fees
  • Tracking — Measure  your 401(k) performance concerning retirement readiness
  • Investment Solutions — Offering fund options that make sense for your employees
  • Resource — Finding the right tools for 401(k) success
  • Engagement — Helping employees make the most of your 401(k)


A LOOK INSIDE

Managing your plan is a serious responsibility with no shortage of complexities, difficult decisions to make, and due diligence to perform. The R.E.T.I.R.E.® Handbook provides industry best practices for a successful 401(k) plan.