401(k) Best Practices — Process, Process, Process

What are the three most important things a DC plan sponsor should be laser-focused on? Process, process, process.

We dig into the latest investment consulting trends and best practices for putting together a retirement portfolio that’s user-friendly and cost-effective for participants — and the structures you need to have in place with your plan. This includes putting in writing what you did, why you did it, and what you’re doing going forward.

Join Rick Reed, Defined Contribution Practice Director, and Jarred Wilson, Consulting Actuary, as they talk to Segal Marco Advisors’ John Hume about how to maximize retirement benefits for your workforce. Listen now.

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