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.