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Take your 401(k) Plan from Good to Great

When was the last time you had a retirement specialist review your plan?

Provide us with a copy of your 408(b)(2) fee disclosure, and our team will provide you with the following:

  • Total Cost Analysis (a diagnostic of hard-dollar and soft-dollar fees);
  • Fund Scoring Report to benchmark the investment options currently offered to participants;
  • Suggestions on ways to improve your plan.

Our goal is to provide you with helpful information.  The report can be filed in your ERISA File to show that you have fulfilled your fiduciary responsibility of reviewing the 401(k) for this year.