top of page

Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024



As a responsible plan sponsor, it is crucial to ensure that you are fulfilling your fiduciary duty and maintaining proper plan governance. In this newsletter, we will discuss organizing fiduciary files and benchmarking your retirement plan to help you enhance your fiduciary plan governance. Plus, we explore how profit sharing can help reduce your company's tax liability and express gratitude towards your employees.


By implementing these strategies, you can further strengthen your fiduciary governance practices and contribute to the long-term financial well-being of your employees.


Please don't hesitate to reach out to our team. We are here to support you every step of the way.



PWMG 401(k) Advisors

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605


CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020


PHONE: (855) 508-401k

FAX: (508) 519-8426


Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

Comentarios


Featured Posts
Recent Posts
Archive
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
Search By Tags
Follow Us
bottom of page