FEASIBILTY STUDY
Our Retirement Plan Feasibility Study is designed to help plan sponsors make sure their plan is operating as effectively and efficiently as possible from a plan sponsor as well as a participant perspective. The study provides a comprehensive analysis to determine if your plan design, participant education, investments strategies, services and costs are appropriate for your plan needs. Our goal is to customize a retirement plan exclusively for your business.
Review Items for Retirement Plan Feasibility Study
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Plan & Trust Documents
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Adoption Agreement
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Latest Form 5500
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Latest Plan Testing Results
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Annual Plan Valuation Report
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Latest 408(b)(2) Disclosure
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Administrative Services Agreement & Fee Schedule
The regulations and compliance with ERISA can be complex and changes are frequent. As a plan sponsor this study provides you with a thorough evaluation of your plan to ensure that you are meeting your fiduciary responsibilities.
Securities offered through StoneX Securities, Inc. member FINRA/SIPC
StoneX Securities Inc. requests that you do not transmit orders and instructions regarding your StoneX Securities Inc. account by email. Transactional details do not supersede normal trade confirmations or statements. The information contained in this transmission is privileged and confidential. It is intended for the use of the individual or entity named above. The information contained herein is based on sources we believe reliable but is not considered all-inclusive. Opinions are our current opinions only and are subject to change without notice. Offerings are subject to prior sale and/or change in price. Prices, quotes, rates and yields are subject to change without notice. StoneX Securities Inc. member FINRA and SIPC, is a registered broker-dealer. StoneX Advisors Inc is an SEC registered Investment Advisor. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your Financial Professional with information regarding specific investments. StoneX Securities Inc. reserves the right to monitor all electronic correspondence.