A critical part of the process of building and operating high-functioning retirement plans is evaluating our overall plan progress and constantly reviewing each component. Does your Advisor update you and your 401k committee on industry trends and regulatory changes that can benefit you?

A critical part of the process of building & operating high-functioning retirement plans is evaluating our overall plan progress and constantly reviewing each component. We thoroughly cover this in our Plan Reviews. The Main points we address are:

A thorough review of each Plan Component:

Ongoing Reviews & Evolution

The frequency of these meetings is determined based on each client's needs & requests. Typical Agendas are available on request. 

Does your Advisor update you & your 401k committee on industry trends and regulatory changes that can benefit you ? This is what we do at Encore. Please call if you'd like some help

A 1% increase in returns over 40 years can result in an additional 16 years of retirement spending. Wow...really?!!! (Source – Shark Fin Report. Results Matter: Even a small increase in returns can dramatically improve outcomes. American Funds - Capital Group - 2021.) 


Tiny margins make a huge difference over time!

Ongoing Reviews & Evolution

Evaluation of Overall Plan Progress

A thorough review of each Plan Component:

3 Main Questions We Ask:

Other topics:

Take the extra time?

Tiny margins make a huge difference over time!