Shaking out the dust

Fogli, Phil
August 2008
Employee Benefit News;Aug2008, Vol. 22 Issue 10, p44
The article emphasizes the importance of regular analysis of a retirement plan to make sure to offer the best options available to employees. It states that an investment adviser who is not a retirement specialist that such plans use may lack the expertise needed to properly handle a qualified retirement plan. Also stressed is the need for most plan assets in small and midsize plans to be valued on a daily basis. It adds that participants should be allowed to access their accounts to see balance, deposit and investment information.


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