The ERISA Summit helps plan sponsors evaluate fees, investments, plan design, fiduciary governance, and retirement plan ROI, then turns the findings into clear, practical next steps through the Fiduciary Freedom® Index.
Example
Four pillars scored 0–25 each, combining into a 0–100 FFI Score
Many plans appear to run smoothly while still carrying unnecessary costs, service gaps, outdated design, or fiduciary blind spots. Plan sponsors often lack the time, data, and independent guidance to see the full picture.
Are your plan fees competitive, clearly disclosed, and appropriately allocated?
Is your investment menu well-structured, properly monitored, and documented?
Are responsibilities clearly assigned, understood, and consistently completed?
Are employees getting the education, guidance, and support they need?
A clear path from your first score to year-round support.
Evaluate your plan across fees, investments, design, and governance.
Pinpoint strengths, gaps, and priority opportunities.
Deliver a practical roadmap organized by urgency and impact.
Help implement changes and provide ongoing fiduciary oversight.
See exactly where your plan stands — and what to improve next.
This example frames the retirement plan as a company investment and measures the return the employer receives — connecting employer contributions, plan expenses, employee participation, match utilization, engagement, and retirement readiness to the value the organization gets for the money and resources it invests.
$173,500
Annual employer investment
79%
95 of 120 eligible employees participating
73%
Receive the full match — up 15 points
Positive
Employer value and employee outcomes improving
An estimated Retirement Plan ROI Score is calculated using weighted categories and scored from 1 to 100.
76
Positive ROI
The ROI score is an analytical indicator and not a guarantee of financial, investment, employee retention, or fiduciary outcomes.
Get a clear 0–100 FFI Score across fees, investments, plan design, and fiduciary processes, plus an ROI analysis of employer costs, company match, and plan value. Each pillar is scored 0–25, combining into your overall FFI Score and actionable recommendations.
It's an easy process — just three documents and 10 questions, and we handle the analysis.
A value of the ERISA Summit®: As part of your score, we'll connect you with a retirement plan fiduciary who will run and document the process with you — at no cost and with no obligation.
Complete the form below and a member of our team will reach out to guide you through the process.