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Warning to employers

Plan sponsors have a fiduciary responsibility under ERISA to determine if the fees paid by a plan to its service providers are both reasonable and necessary.

According to public policy think-tank Demos, the average worker will lose $154,794 to 401(k) fees over his lifetime (based on annual income of approximately $30,000 per year and saving 5% of his income each year). A higher-income worker, making approximately $90,000 per year, will lose upward of $277,000 in fees in his/her lifetime (Source:  The Retirement Savings Drain:  The Hidden and Excessive Costs of 401(k)’s)

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Business Continuity Planning Summary & Disclosure

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