Business 401(k) Services / 401(k) Plan Optimization

401(k) Plan Checklist

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Find out if your 401(k) Plan is maximized.

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401(k) Plan Checklist

Is your 401(k) Plan maximized? 

Making sure your plan is maximized for performance can make a huge difference in plan participants’ retirement savings. But how do you know if your plan is maximized? Download the 401(k) Plan Checklist to:

  • Quickly Evaluate Your 401(k) Plan
  • Gain Visibility Into How Plan Characteristics Impact Risk, Participant Retirement Savings, and Costs
  • Identify Areas of Opportunity to Improve Your Plan

Download the to help you make sure your plan is maximized for performance.

Use the checklist to identify opportunities to improve your companyโ€™s plan.
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