Is Your Company 401(k) Truly Competitive?
Use our 401(k) Plan Analysis Tool to see how your retirement plan stack up on fees, investments, and overall design. We'll send you a timely, customized review.
How It Works:
Evaluate Your Plan: Rate your current 401(k) plan based on fees, investments, and design.
Submit Your Information: Provide some key details about your current 401(k) plan.
Receive Your Analysis: Receive a detailed, personalized analysis report.
Why Use Our Tool?
Expert Insights: Gain insights from financial experts with years of experience.
Unbiased Evaluation: Receive an objective assessment of your current 401(k) plan.
Actionable Recommendations: Get clear, actionable recommendations to improve your plan.
Fast Turnaround: Time is of the essence. Our analysis is delivered quickly!
Why It's Important:
Fiduciary Responsibility: Ensure your plan meets fiduciary standards by demonstrating due diligence and acting in the best interest of your employees.
Employee Retention: A competitive 401(k) plan helps attract top talent and encourages employees to stay for the long term.
Reduce Fees & Streamline Processes: Lower unneccessary costs and simplify plan administration to save time, money, and internal resources.