Why a Plan Review Shouldn’t Be Treated Like a Trip to the Dentist

Ary Rosenbaum, Esq. – When it comes to their health, people dread going to the dentist. I dread going to the dentist and I only have one cavity. What gets people afraid of the dentist is the fear of the unknown, that somehow they will discover the need for a bridge or a root canal that will cost thousands of dollars and more importantly, a lot of pain. Plan sponsors treat reviews of their plan like a trip to the dentist and it doesn’t have to be that way. A plan review can help root out issues that could be problems later down the line. This article is about why retirement plan sponsors shouldn’t treat their plan reviews like a trip to the dentist.

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