Welcome to your retirement plan benchmarking!
Why do a benchmarking?
- Have a clear understanding of your 401k (aka plan) fees
- Benchmarking of your plan’s fees to comparable plans and an alternative solution is important due diligence to have on file as the plan fiduciary
- We can show you ways to effectively enhance your 401k to reduce fees, help manage fiduciary responsibilities and run your plan more effectively.
Info we need to get you an accurate benchmarking analysis:
- Most recent 408(b)(2) fee disclosure report (given to plan sponsor)
- Most recent 404(a) fee disclosure report (given to plan participants)
- 401k summary report listing investment options and investment fees
- Most recent payroll report or a competed employee census (click here for blank census)
Email us the above information, and we can get started!