Evaluate and improve your company’s retirement plan today!
Save your 401(k) plan from unnecessary costs and fees. We’ll benchmark your 401(k) plan at no cost to you.
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Understanding Plan Fees: Fees can have a significant impact on your employees’ retirement savings. We provide a comprehensive breakdown of your plan’s fee structure, covering administrative or investment fees.
Investment Options Review: Our team thoroughly reviews your plan’s investment lineup. We look at the range of options offered, the performance of individual funds, and the diversity of asset classes available.
Assessing Plan Design: We evaluate your plan design to ensure it effectively encourages employee participation, provides suitable contribution options, and aligns with your business objectives and goals.
