Time To Make Time
TIME TO
MAKE TIME
TO REVIEW
YOUR 401K
By David Bard, CRPS®, AIF®
W
e’ve all seen the 1980’s Dunkin’
Donuts commercial from the 1980’s
where Fred the donut worker gets
up early in the morning and says
over and over: “Time to make the Donuts”. Fast
forward and substitute Fred the baker for today’s
harried retirement plan fiduciary and the new mantra
is, “Time to Review Your 401(k)”. The world of
401(k) plans is complex and regulations have changed
while the DOL has demanded even more from plan
fiduciaries. Do you know what has changed? Do
you know what is changing, what regulations have
been proposed, and what you are responsible for?
When was the last time you completed a thorough
review of your retirement plan using an outside,
independent expert?
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