HAVE YOUR 401K PLAN BENCHMARKED

AT NO COST TO YOU

save your retirement plan from hidden costs and fees

WHY COMPANIES ARE BENCHMARKING THEIR 401K PLANS NOW

Benchmarking allows smart companies to evaluate their current 401k plan performance in comparison to others of a similar size and type. This allows you to track participant metrics (savings, investments, and diversification) while ensuring your fees and expenses are reasonable for today’s market.

401k Plan Advisor

BENEFITS OF BENCHMARKING:

  • fe_check

    Measures the efficacy of a retirement plan.

  • fe_check

    Identifies actionable insights for improved performance.

  • fe_check

    Certifies plan compliance with Laws & Regulations as defined by the IRS.

  • fe_check

    Ensures plan participants are on the right track towards retirement.

  • fe_check

    Evaluates asset allocation and determines if fees and costs associated with plan are reasonable.

  • fe_check

    Reduces Fiduciary exposure.

Our mission is simple.

Leave a Positive Mark

That is why we offer free, independent, 401k benchmarking to fiduciaries.

Why are we offering 401k benchmarking for free? Happy employees make great companies. Great companies leave great legacies.

Your employees are giving you their hard-earned money, and a large amount of their trust, to make sure you create an investment portfolio that benefits them in the years after retirement age.

401k Plan Advisor

Leveraging empirical data from benchmarking professionals

The only way to know if your 401k plan fees are reasonable is to objectively compare them with industry averages. This is known as benchmarking. Not only does benchmarking help you assess portfolio structure, it gives your employees valuable documentation about whether their money has been invested responsibly.

Unfortunately, the information you need is not always readily available. In fact, finding accurate information on the internet about plan performance is notoriously difficult to come by, until now. 

FEES COULD BE ERODING
YOUR 401K SAVINGS.

YOU MUST TAKE ACTION.

BENCHMARK MY PLAN UNCOVERS NEW OPPORTUNITIES

We are a company interested in helping you, help your employees, have the best portfolio possible. 

By comparing your company’s 401k plans to those of a similar size and structure across the industry, you can rest assured that you have fulfilled your fiduciary duty to invest and monitor responsibly.

401k Plan Advisor
Depositphotos_10280481_xl-2015 1

REQUEST YOUR FREE PLAN REVIEW TODAY!

Contact us today to receive a FREE plan review by one of our local, premiere advisors.