401k Retirement Planning
Have you evaluated your 401k plan lately?
Did you know you could be held personally responsible for investment decisions made to your company's Investment Retirement Plan?
American Westbrook Insurance helps our clients better manage their liabilities related to their defined contribution retirement plan(s).
We review and assist clients in a variety of areas;
· Fiduciary Compliance
· Overall Plan review
· Fund Performance
· Evaluation of Fund line-up
· Participation Review
· Participant Education
· Participant Support
· Developing an Investment Policy Statement
· Cost-Benefit Analysis of your current plan
Recent amendments to the ERISA Section 404(c) legislation have opened the door for retirement plan sponsors to reduce their liability for investment decisions made by plan participants. Many sponsors do not realize the implications of this legislation, or how to ensure proper implementation to their plan.
At your convenience we would like to review with you how American Westbrook Insurance can assist you. We look forward to the opportunity to assist you in providing a better employer-sponsored retirement plan for your employees, with less risk.