Understanding the Investment Menu in Your Company’s 401(k) Plan.
As a business leader overseeing your company’s 401(k) plan and understanding the investment menu’s intricacies can play a significant role in shaping your employees’ retirement outcomes.
In PK Retirement’s comprehensive guide, we explore different ways to evaluate and improve your current offerings. We discuss innovative ideas for assessing your plan’s asset allocation strategies and provide recommendations for creating an effective investment line-up.
* The deadlines in this calendar are for plans with calendar-year plan years. If the filing deadline falls on a Saturday, Sunday, or legal holiday, the DOL provides that filing dates are delayed until the next business day. This calendar is intended to provide plan sponsors with a list of notable deadlines and is not a substitute for consultation with ERISA counsel, and in no way represents legal advice.
Investment Advisory Services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. We cannot accept trade orders through email or voicemail. PK Retirement, LLC and Cambridge are not affiliated, and Cambridge does not offer tax advice.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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