Summer is upon us! With it is an endless list of books you should read.
I like a great book and sometimes seek out recommendations on what to read next. But these lists can be overwhelming. Instead of looking forward to a good read, I find myself immersed in an exercise feeling more like homework than fun. No wonder I’m addicted to Netflix!
Summer is also a great time to benchmark your 401(k) plan. I know what you’re thinking: “what does one have to do with the other?”
Unlike your summer reading, periodic reviews/benchmarking are required as part of your fiduciary duties. It’s suggested every 3-5 years at a minimum. Also, unlike your summer reading, you can have someone do it for you.
At PensionmarkMeridien, we can provide you with a no obligation comprehensive benchmark report.
So, enjoy your summer read and fulfill your Fiduciary Responsibilities.