(Click to enlarge image)
Having us conduct an objective benchmarking of your plan can help you see if your plan’s design still meets your requirements. It can evaluate how your investment platform is performing compared to others, if your provider’s services are competitive, if you are meeting your fiduciary responsibilities, whether your plan participants are receiving sufficient information, and if the fees you are paying are reasonable.
Small Business Advocate
We enable small to mid-sized companies to demand more from retirement plan providers.
We believe in full transparency and provide a cost comparison to benchmark your plan.
We work with all major recordkeepers to help enhance your fiduciary protection* and possibly lower total cost, all without going through a conversion.