Why is having an audit evaluation by an independent fiduciary critical for the success of your 401(k) plan?
A quality audit evaluation can expose inefficiencies of investments, or ways to control fees and services performed by providers. Even though 408(b)(2) Fee Disclosure Regulations went into effect in 2012, many plan sponsors still aren't paying close enough attention to the details.
Don't trust the 401K industry is really on your side. Many plans have a been a cash cow for advisers and other service providers. We expose the "true" cost and value of your plan, helping you make better informed decisions as a fiduciary. Our primary goal is to help you as a plan sponsor realize how exceptional your plan could be.
Discover what a Chief Fiduciary Retirement Officer can do for you and your plan
Venn Wealth & Benefit Services, LLC is a Pennsylvania Registered Investment Advisor