Stone Tower

Logic will get you from A to B.  Imagination will take you everywhere.

Albert Einstein

Being a little different when it comes to your 401(k) plan can create amazing things!

Why is having an audit evaluation by an independent fiduciary critical for the success of your 401(k) plan?


A quality audit evaluation can expose inefficiencies of investments, or ways to control fees and services performed by providers.  Even though 408(b)(2) Fee Disclosure Regulations went into effect in 2012, many plan sponsors still aren't paying close enough attention to the details.

Don't trust the 401K industry is really on your side.  Many plans have a been a cash cow for advisers and other service providers.  We expose the "true" cost and value of your plan, helping you make better informed decisions as a fiduciary.  Our primary goal is to help you as a plan sponsor realize how exceptional your plan could be.

If your investment line-up looks something like this. . . it's not as efficient or productive as you might think!

MFS Value
Vanguard S&P 500
Vanguard Mid Cap
JP Morgan Mid Cap
Delaware Small Cap Value
Vanguard Small Cap Index
Invesco Diversified Dividend
American Funds Europacific Growth
Oppenheimer Global
Loomis Sayles Investment Grade Bond

Alliance Bernstein High Income
Vanguard Target Retirement 2020

Vanguard Target Retirement 2025
Vanguard Target Retirement 2030
Vanguard Target Retirement 2035
Vanguard Target Retirement 2040
Vanguard Target Retirement 2045
Vanguard Target Retirement 2050
Vanguard Target Retirement 2055
Vanguard Target Retirement 2060

Invest just 20 minutes of your time for an online meeting and we'll explain how outdated and inefficient most plans are and how to reduce fees while adding value.

An audit evaluation is much more than a benchmark report.  A benchmark report is a good starting point for conversation.  An audit evaluation is a thorough evaluation of not only direct fees, but indirect fees.  Knowing who you are paying is important, but knowing how you are paying is even more important!

Inexpensive investment choices isn't always the best option when it comes to a fund line-up.  Many other factors should be considered from a fiduciary standpoint before choices are made.

Click the image to view a Summary Report

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Schedule A Meeting

Click on the calendar below to schedule your online meeting 

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View On-Demand Webcast

Evaluating Your 401k Plan 

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Discover what a Chief Fiduciary Retirement Officer can do for you and your plan

Venn Wealth & Benefit Services, LLC is a Pennsylvania Registered Investment Advisor


Call : 814-943-3660