P.E.A.K Process®: Retirement Plan

In October we carve out a time to run through our due diligence on the corporate plan. Discussing your IPS and plan objectives in detail, and coach the dentist on their personal requirements as a plan fiduciary.  This is where the P.E.A.K Process® extends into your office to have an ERISA compliant plan several reviews and discussions need to take place to understand the changes in the plan provider and TPA marketplace, any stylistic changes to the census of the Dental Practice and offers a good chance for you to review us as a corporate plan consultant. In this month we cross over into another service offered by InSight, the In-Step® Corporate Retirement Plan Management.

 Deliverables: Benchmarking of fees from across the plans, review of performance and alternatives to the portfolio of investment, review and update the Investment Policy Statement. 

Meeting Cadence: Asymmetric

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