SEVEN Questions for 401(k) Plan Sponsors

In this episode, Bonnie Yam delves into essential retirement plan considerations, providing listeners with a comprehensive guide to managing terminated account balances and conducting regular plan reviews. The discussion navigates the complexities of fee structures, offering insights into understanding and exploring alternatives. Emphasis is placed on enhancing employee participation through education, highlighting strategies to engage and inform employees about their retirement plans. The episode wraps up with a recap and closing remarks, followed by contact information and an offer for further assistance to support listeners in their retirement planning endeavors.

(0:00) Introduction and Key Retirement Plan Considerations
(1:14) Process for Managing Terminated Account Balances and Regular Plan Reviews
(2:07) Fee Structures: Understanding and Alternatives
(2:47) Enhancing Employee Participation through Education
(3:01) Recap and Closing Remarks
(3:25) Contact Information and Offer for Assistance