Who to Invite to a Plan Review

Q. Who should be invited to a plan review? 

A. Following are parties who can be invited to a plan review. Caveat: keep in mind that options vary according to how a plan is set up. 

• advisor 
• recordkeeper 
• client 
• relationship manager 
• third party administrator
• owner/manager 
• plan administrator 
• plan sponsor 
• trustee 
• plan administrator