401(k) Benchmarking

Take control of your retirement plan performance.

Why benchmark your 401(k) plan?

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1 in 3 dental professionals say they don't fully understand their retirement benefits.*

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When employees understand their benefits, they’re more likely to stay.

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Plans should generally be benchmarked every 3-5 years

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Adds an alternative solution

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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:

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Plan Level Asset Statement

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408b2 Plan Sponsor Fee Disclosure

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Adoption Agreement

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?