Bundled 401(k) Plans:American Trust
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- Do you know who is designated as your "Discretionary Trustee", therefore assuming fiduciary liability for your retirement plan?
- Do you receive quarterly, easy to read breakdowns of your retirement plan?
- Do you have investment access to your retirement plan account balance via telephone, internet or text message daily?
- Are you paying only ONE streamlined fee for all administrative services associated with your plan?
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