Plan Sponsor Guide | 20 Questions to Ask a Recordkeeper

  • Bjork Group

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20 Important Questions You Should Be Asking a Recordkeeper

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants. It’s important to be confident in your recordkeeper and fully understand the value they can deliver for your plan.

One area where your recordkeeper can provide support is by helping your plan remain competitive. Our most recent plan sponsor guide highlights important conversation topics to learn about new technologies and available features.