401(k) Benchmarking
Welcome to your retirement plan benchmarking!
Why benchmark your 401(k) plan?
Have a clear understanding of your 401(k) fees
Benchmarking of your 401(k)’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 401(k) that seek to reduce fees, help manage fiduciary responsibilities and run your 401(k) more effectively.
Info we need to get you an accurate benchmarking analysis:
Most recent Plan Level Investment Statement
Most recent 401(k) Prototype/Basic Plan Document (about 75-150 pages)
401(k) Summary Report listing investment options and investment fees
Most recent Payroll Report or a competed Employee Census (click here for blank census)
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We Support the GDA
CONTACT
SITE MAP
We Support the GDA
