Plan Highlight Sheet Jul 25

We understand that keeping track of your retirement plan provisions can be a big responsibility. Atlantic Pension is here to help. Did you know that we can prepare a highlight sheet for you that outlines the specifications of your plan? Just ask us.
A highlight sheet includes your plan’s eligibility, entry dates, contributions, vesting, and distribution options. In addition, we are able to include other information that you want to emphasize (i.e. automatic enrollment or investment company contact specifics). You can keep this sheet handy and refer to your plan provisions at your convenience. In addition, if you want to remind your employees of your plan provisions, you can distribute the highlight sheet to them.

Don’t have a plan with us? We can fix that! Give us a call if you are a business or a 401(k) advisor and we’ll be glad to help.