Streamline and enhance your 401(k)/403(b) plan with our efficient benchmarking services. In today’s fast-changing market, it’s essential to know how your plan compares. Our service provides clear insights into how your plan performs against peers and ensures your fees and investments deliver top value.
Our thorough benchmarking process offers solid proof of your commitment to responsible investment practices, helping you make informed strategic decisions. This ensures your plan is optimally structured for your employees’ financial well-being.
Our refined process delivers real-time market comparisons and detailed data quickly and effectively, simplifying access to crucial benchmarking information. Our tools also help you clearly communicate the importance of responsible investing to your team, supporting your role as a diligent fiduciary.
We’re ready to assist you in fulfilling this vital part of your fiduciary responsibilities with minimal time required from you. Let us help you improve your 401(k)/403(b) strategy today!
Facts about the process
• Time commitment of under one hour start to finish
• No cost or commitment for the benchmarking results
• Benchmarking comes with a free fiduciary guide and video training series
• The process is conducted by a retirement plan fiduciary