Plan Benchmarking Report

The Plan Health Pro software program allows an employer to determine if their plan is properly designed and functioning at maximum efficiency.  Key plan metrics are clarified as the basis for investment committees making plan decisions. The Plan Health Pro functions as a type of “internal audit” on the plan.

We will guide you through a series of questions from which we will generate a report that will reflect areas of strength or improvement needed, based on your plan objectives and current design elements. You will receive a clear understanding of who is accountable for the different plan responsibilities (record keeper – advisor – employer).

This report is a great place for an investment committee to begin the process of creating an efficient retirement plan that functions based on the objectives of the employer for the benefit of the plan participants.

Request your complimentary report below, and we will contact you to get started: