Plan Benchmarking

As your Strategic Partner, we seek to understand your plan objectives and design the plan accordingly. We ensure plan goals are met whether the purpose is to recruit top talent or maximize current employee contributions for better testing results.

We are committed to maximizing vendor resources on your behalf to minimize your staff burden with plan administrative duties. We provide consistent updates on evolving regulations and ERISA developments that affect your plan obligations.

We measure and monitor your benefits on a regular basis with robust comparisons to similar plans within your industry..

Key Indicators:

  • Plan Fees
  • Investment Quality
  • Investment Diversity
  • Participant Success Measures
  • Participation Rates
  • Plan Design Elements

Your plan may be “simple” or “complicated.” Either scenario requires benchmarking key plan attributes and outcomes as part of your  fiduciary responsibility.



 

 

 

 

 

 

 

Find out Where you Stand – Compared to the Competition.