Bender Retirement Plan Solution
Exclusively for Bender Insurance Solutions Clients
Common challenges of retirement plan offerings:
- Administrative burdens of completing force outs for terminated employees and required notices
- Monitoring eligibility for new employees
- Approving participant loans and distributions
- Mailing annual required noticesĀ
- Signing the annual form 5500
-Ā Lacking employee education and supportsĀ
- Lackluster fiduciary management process
- Ongoing investment management lineup
Complete this quiz to discover the opportunities to improve the value of your retirement plan:
Evaluate My Retirement Plan
In Partnership with:
Sacramento 401(k) Advisors
Hunnex & Shoemaker
