INTERESTED IN BENCHMARKING
YOUR PLAN?

Let us help answer some of your questions here, by chat or through our contact form

At Benchmark, we form lasting relationships with a vast network of qualified financial advisors specializing in assessing 401k plans. We make sure each individual not only benchmarks your plan, but helps give you valuable information and feedback on what steps to take next.

Our sole priority is using our connections to help fiduciaries do their job in a way that is fast, effective and reduces liability— benefiting both you and your employees in the long run.

Keep in Touch

833-922-2159

WE KNOW HOW IMPORTANT BENCHMARKING IS, SO WE ARE OFFERING IT FOR FREE.

It's our way of giving back.

Are you ready to benchmark your plan? Message us below. We have experts ready to meet as soon as possible.

  • Contact Info

  • Plan Info

    To better assist you, let us know a little bit about your current retirement plan.
  • Estimates are ok.
  • How many participants currently in the plan?
  • Optional: Upload your 408(b)2, Enrollment Agreement, 404(a)5, Asset Allocation Summary for advisor review
    Please check all that apply
  • Date Format: DD dash MM dash YYYY
    This is a FREE service to you.
  • We always call to confirm a few days prior.
  • Our mission is to ensure we set you and your company up for success. Please notate any areas of concerns with your current plan and/or advisor.