Vendor Benchmarking & Fee Analysis Process

We begin by benchmarking your current plan to determine how competitive the plan is from a plan administrative, investment, and cost-effective perspective. Subsequently, we may start the vendor search process. While the retirement plan provider review process can be time-consuming, confusing, and frustrating, we aim to make this step simpler and less stressful. Using our review process, which strives to help employers eliminate the confusion and frustration of selecting a plan provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

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© 2019, IFS | Rights Reserved |  Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

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