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Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024

Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024

| March 25, 2024

As a responsible plan sponsor, it is crucial to ensure that you are fulfilling your fiduciary duty and maintaining proper plan governance. In this newsletter, we will discuss organizing fiduciary files and benchmarking your retirement plan to help you enhance your fiduciary plan governance. Plus, we explore how profit sharing can help reduce your company's tax liability and express gratitude towards your employees.

By implementing these strategies, you can further strengthen your fiduciary governance practices and contribute to the long-term financial well-being of your employees.

Please don't hesitate to reach out to our team. We are here to support you every step of the way.

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About Tycor

At Tycor, we are committed to helping our clients live well and retire comfortably. We are passionate about providing solutions that drive retirement plan success and boost retirement readiness.

As your partner, we can help you navigate your financial future in a smart, responsive and compliant manner. This will enable you to focus on growing your business and taking care of your most valuable asset – your employees.


J. Timothy Corle CPC, CPFA, CFP®

Tycor Benefit Administrators, Inc.

955 Chesterbrook Blvd, Suite 310

Wayne, PA 19087

www.tycorbenefit.com

610-251-0670

tcorle@tycorbenefit.com

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.   Kestra IS and Kestra AS are not affiliated with Tycor Benefit Administrators, Inc. or any entity referenced herein.  Click here to view Form CRS 

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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