Retirement Newsletter July 2014

In this issue of our Retirement Report you find:

  • Determining Fee Reasonableness of a Retirement Plan Record Keeper
  • Why Advisors Are Taking a New Look at Collective Investment Trusts
  • Locating Missing Participants
  • Establishing Your Retirement Plan Committee Charter
  • Communication Corner: How Long Will Your Money Last?

Visit our website at sapers-wallack.com/retirement to learn more about our offers for plan sponsors and individuals and connect with us on our “Team” page.

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