As a healthcare professional you understand the benefit of receiving annual check-ups to promote good health and diagnose problems early.
Your company retirement plan can also benefit from a check-up.
A check-up or review of your corporate retirement plan is a great way to confirm that your plan is in compliance, identify risks, and consider improvements.
In healthcare, we see how changes in medicine, technology, and overall knowledge have a great impact on how we treat certain conditions. What was the best option last year, or 5 years ago, may no longer be optimal today, and may even be detrimental. We also understand that the body changes over time and a person in their 20's and 30's will have different issues and goals than someone in their 50's, or 70's or 80's.
Retirement plans are very similar. Regulations change frequently and what may have been the best options for your plan when it was set up 5 or 10 years ago, might be vastly outdated or out of compliance. Companies change over time as well. People come and go, business improves or declines, competition heats up; a lot can happen that impacts the health of your retirement plan and the goals you are trying to meet.
Established in 1984, SMA Services has the experience you can rely on to make sure your retirement plan is as good as it can be.
Don’t delay, learn more about our free review, and have Mark Massey, our resident expert with more than 30 years in the industry, review your plan. There is no obligation, no pressure to buy anything, just helpful information and an expert resource to help answer your questions and improve your plan.