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Annual Retirement Plan Questionnaire


By conducting an evaluation of your plan's performance, investment options, fees and other factors, you can identify areas that need improvement and take steps to optimize your plan's design. This can help you stay on track with retirement plan goals, provide better benefits to your employees and reduce your liability as a plan sponsor.


Below is an Annual Retirement Plan Questionnaire to help you assess your plan’s overall health!


Plan Sponsor Guide-Annual Retirement Plan Questionnaire
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