Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be confident in your recordkeeper and fully understand the value they can deliver for your plan.
One area where your recordkeeper can provide support is by helping your plan remain competitive. Our most recent plan sponsor guide highlights important conversation topics to learn about new technologies and available features Download here.
Joanna Amberger
CERTIFIED FINANCIAL PLANNER™
3 Financial Group
1888 Kalakaua Avenue, Suite C312
Honolulu, HI 96815
808.791.2925
www.3FinancialGroup.com
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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