401(k) Plan Sponsors there are no "ifs" about it….
You are a fiduciary if you:
Not sure you fully understand your role as a fiduciary? You are not alone. A large number of plan sponsors and human resource professionals rely on information provided by retirement plan vendors rather than an independent advisor.
Take a quick look at the common mistakes below. Do any of these apply to you or your company?
Gordon R. Boardway, Senior Plan Consultant, 401(k) Advisors, firstname.lastname@example.org, 407-754-4036
Securities and Investment Advisory Services offered through Financial Telesis, Inc.
This message is intended only for the use of the individual or entity to which it is addressed, and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution or copying of this communication is strictly prohibited.
Top 10 404c mistakes http://www.allbusiness.com/human-resources/benefits-retirement-401k/651196-1.html
Top 10 401k Mistakes - Forbes (good list) http://www.forbes.com/2008/07/18/emergency-fund-grads-pf-money-in_avb_0718youngmoney_inl_slide_5.html?thisSpeed=15000
401k Investment mistakes, http://ww-success.com/blog/index.php/2007/11/25/how-to-avoid-common-mistakes-with-your-401k-investment/
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