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Year-End Wrap-Up: Evaluating the Effectiveness of Your Company's Retirement Plan

Writer's picture: Retirement Partners of Hawai'iRetirement Partners of Hawai'i

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market.


Benchmarking is a way to determine your retirement plan’s effectiveness. As relevant data is gathered, you can compare your plan to others of a similar size in your industry. Comparing your plan regularly can help identify more opportunities for improvement.






Retirement Partners of Hawai`i 1003 Bishop Street Pauahi Tower, Suite 880 Honolulu, Hawai`i 96813 Phone: (808) 681-7799 info@retirementpartnersofhawaii.com www.RetirementPartnersofHawaii.com


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

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1003 Bishop Street

Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

Retirement Partners of Hawaii and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.

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