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THREE YEAR PLAN REVIEW

» Three Year Plan Review

INTERESTED IN LEARNING MORE?
CONTACT: LESLIE O'BRYAN, CEO
859-255-1154



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    As a business owner, the retirement plan industry can be a complex world. To add to that, it is constantly evolving. With rules and regulations frequently changing, our team works continuously to remain knowledgeable on the most current laws and regulations governing your plan. At Benefits Administrators, we recommend that every plan sponsor review their current plan every three years. A review can ensure the following benefits:

    • Help reduce your potential penalties to ensure that your plan is in compliance with the legal requirements set forth by the IRS and DOL.
    • Make sure your plan fees are reasonable and the plan is achieving participant’s retirement goals.
    • Find out if you and your employees are getting the most out of your retirement.

    Recent Posts

    • Increased Catch-Up Contributions Effective January 1st, 2025 November 21, 2024
    • Benefits and Compensation Limits – Updated November 12, 2024
    • CEFEX TPA Certification; 13 Years Running October 28, 2024

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    TESTIMONIAL

    “Benefits Administrators is our “go to” TPA for retirement plan clients. They make working together and the distribution process easy for our plan sponsors and plan participants. The team at Benefits Administrators goes above and beyond for their clients.”

    Randall Young, CFP

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