Benchmarking


We conduct a complete review of your plan by requesting information from the current plan providers to establish a baseline for benchmarking. This allows us to identify specific, measurable areas for potential enhancement. Comparisons are based on a plan’s exact needs and parameters rather than a database of fee averages for similarly sized plans. We provide you with comprehensive plan assessment report identifying improvement opportunities such as lower fees, enhanced investment lineup and enhanced services and implementation of these recommendations. Our benchmarking services satisfy the fiduciary obligations under both ERISA and 408(b) (2) fee disclosure rules.

 

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