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Right now, employers can save time, reduce unnecessary stress, and avoid potential issues later in the year by reconciling key retirement plan items at the end of Q2.
A focused check-in now can reduce disruptions later.
Michael Gorelick, President of Benefit Equity, a Strongpoint Partner, shares what sets BEI apart.
Fiduciary responsibilities require clear and consistent documentation to avoid gaps that can lead to compliance issues, audit challenges, or unnecessary penalties.
Mergers and acquisitions can create additional complexity for retirement plan administration.