Revitalization Retirement Plans

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Category: Others/ Misc
     
 

Presentation Description

Expenses are among the most difficult area to evaluate unless the plan is kept simple. A Fiduciary must consider the prudence of adding complexity with its inherent expense. Come to us: https://401kisc.com/revitalization/ to know more about our Accredited Investment Fiduciary.

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Presentation Transcript

KISC Revitalization Retirement Plans:

KISC Revitalization Retirement Plans KISC’s approach to managing Fiduciary issues revolves around the Fi360 program. Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Mr. Eschbach is an Accredited Investment Fiduciary® https://401kisc.com/revitalization/

Review Fiduciary Duties and Responsibilities:

Review Fiduciary Duties and Responsibilities Accredited Investment Fiduciary -Understanding Fiduciary Duties and Responsibilities lays the groundwork for everything about the Plan. A Plan generally has many Fiduciaries. Some may not relieve themselves of their duties while others can. https://401kisc.com/revitalization/

Assess Plan Success against Plan Purpose:

Assess Plan Success against Plan Purpose The Accredited Investment Fiduciary plan was initially installed with a purpose. Has it met that purpose? Is it accomplishing all that was expected? Is it expected to accomplish more or different objectives now? Are metrics used to measure success? Employee turnover % Participant participation Participant contribution % Participant Asset Stability https://401kisc.com/revitalization/

Review Plan Expenses:

Review Plan Expenses Expenses are among the most difficult area to evaluate unless the plan is kept simple. A Fiduciary must consider the prudence of adding complexity with its inherent expense. Stated another way, does the Fiduciary believe Plan complexity benefits the asset growth of the Participant? https://401kisc.com/revitalization/

Contact Us:

Contact Us Street Address : 9103 E. Chenango Ave . City : Greenwood Village State : Colorado Postal Code : 80111 Phone : 720-336-9596 https://401kisc.com/revitalization/

Thank You:

Thank You