The Retirement Plan Review Playbook
A Five-Element Approach to Retirement Plan Health
Managing a retirement plan takes more than a set-it-and-forget-it approach. Rising fiduciary scrutiny, evolving rules, increasing costs, and higher participant expectations make oversight more complex.
This guide provides a practical framework for evaluating your plan’s health and pinpointing opportunities to help reduce risk, improve outcomes, and strengthen governance.
- Five-Element Approach: Investments, fiduciary governance, compliance, fees, and participant education
- Common Risks: Identify issues that may impact fiduciary responsibility
- Practical Actions: Best practices to help strengthen plan governance and oversight
- Review Plan Costs: Evaluate fees and service providers to support improved participant outcomes
- Engagement Strategies: Solutions to help enhance participant education and retirement readiness
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.
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