Broker Check

Benchmark

Benchmark plan expenses, services, and design

Making sure your plan adheres to marketplace standards — and offers benefits that equal or exceed what your competitors provide — is crucial to help you realize its full value. Using current research and detailed industry data, we can evaluate your plan's design, fees, waiting periods, vesting terms, record-keeper services, and related characteristics to ensure that your company makes the most of it's resources and is positioned appropriately versus your competition in the marketplace.

Benchmark and Analyze Your Plan

We create a comprehensive snapshot of your plans design, performance, and expenses to measure versus industry peers and competition.

Optimize Plan Performance

Our proven process covers every aspect of vendor analysis and plan creation. Our goal is to get you started on the right path and help keep you there.

Increase Participant Retirement Readiness

We work with your plan's participants to help guide them on the road to retirement.

Manage Fiduciary Responsibility

We act as your co-Fiduciary Advisor to assist with your responsibilities and liabilities as a fiduciary to the plan.