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Retirement Plans

Firm

Mandate

Guidance

Dimensional DC

Mandate

There are important regulatory changes that will bring increased transparency and disclosure requirements to the 401(k) industry.

We are taking steps to ensure our clients are well prepared for these changes.

Educating and preparing plan sponsors – We play a key role in helping plan sponsors navigate through the noise and understand the impact of these changes.

Review advisory agreements and service contracts – As a matter of best practice, these should be reviewed to ensure compliance.

Benchmarking plans for fees and services – Proper fee benchmarking relative to services provided.