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403(b) AND 401(k) PLAN INVESTMENT & CONSULTING |
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- Final 403(b) regulations assistance
- Plan and contract reviews (examination of fees charged to your participants)
- Plan design studies (e.g., modify defined benefit plan and supplement with 403(b) contributions)
- Service provider reviews and searches (e.g., migration to one provider)
- Investment advisory services (streamline fund options and diversification analysis)
- Vendor management assistance (e.g., payroll provider assistance)
- Legal and compliance services (e.g., plan documents, summaries, etc.)
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