Is Your Retirement Plan Still Competitive?
Find out in 15 minutes.
We'll compare your existing retirement plan against a professionally managed Pooled Employer Plan across four areas:
- Cost
- Fiduciary Structure
- Administration
- Employee Support
No obligation to change providers. If your existing plan is already the better solution, we'll tell you.
Your retirement plan may be working fine.
The question is whether it could be working better.
Retirement-plan pricing, services and provider structures evolve.
Yet many employers continue with the same arrangement without periodically comparing the entire plan against current alternatives.
Our Retirement Plan Benchmark evaluates four areas:
Cost
Are the total employer and participant costs competitive for the services being provided?
Fiduciary Structure
Which responsibilities remain with the employer, and which have been delegated to professional fiduciaries?
Administration
How much work remains with your internal HR and finance teams?
Employee Support
Do employees have access to meaningful retirement education and individual support?
What are we comparing it against?
Our Pooled Employer Plan brings together professional retirement-plan infrastructure within a single pooled structure.
The PEP offers customizable plan-design options, including Safe Harbor provisions, automatic or voluntary enrollment, auto-escalation, eligibility requirements, vesting, loans and contribution structures.
Its investment architecture includes managed portfolios and self-directed options using funds from providers including Fidelity, Vanguard, American Funds, Federated Hermes, Dimensional Fund Advisors and BlackRock.
Professional Administration
Administrative support designed to reduce the responsibilities handled internally by the employer.
3(38) Investment Management
Professional investment selection and ongoing monitoring.
Dedicated Advisor
A financial professional available to support the plan and its employees.
Institutional Infrastructure
A pooled structure designed to create efficiencies that may otherwise be difficult for individual employers to achieve on their own.
How the benchmark works
1. Talk for 15 minutes
We'll learn about your current retirement plan and identify where opportunities may exist.
2. Provide your Plan Sponsor Fee Disclosure
If there's a reason to proceed, we'll request your current fee disclosure and other information needed for a detailed comparison.
3. Receive your benchmark
We'll compare your current arrangement across costs, services, fiduciary structure and participant support.
4. Decide
If the PEP creates meaningful advantages, we'll show you where.
If your current plan remains the better solution, we'll tell you.
You don't need to change your plan to benefit from reviewing it.
