Why a Plan Review Shouldn’t Be Treated Like a Trip to the Dentist

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When it comes to their health, people dread going to the dentist. I dread going to the dentist and I only have one cavity. What gets people afraid of the dentist is the fear of the unknown, that somehow they will discover the need for a bridge or a root canal that will cost thousands of dollars and more importantly, a lot of pain. Plan sponsors treats reviews of their plan like a trip to the dentist and it doesn’t have to be that way. A plan review can help root out issues that could be problems later down the line. This article is about why retirement plan sponsors shouldn’t treat their plan reviews like a trip to the dentist.

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Tax

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

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