Plan Sponsor Video Series

OakStreet is committed to helping our clients understand the rules and responsibilities associated with sponsoring a qualified retirement plan. We’re pleased to provide access to this 9-part video series which features topics and information designed to help you better understand your role as a plan sponsor. We invite to explore the videos by clicking on the Playlist tab to view all the videos.

If you have questions about how any of this information applies to your specific situation, please give us a call.