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Innovation And Technology Are Reshaping The New Modern 401(K) Plan

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You Don't Know Where You're Going Until You Know Where You're At

Benchmarking is outdated and tells you as a plan sponsor very little about the efficiency of your plan. An Audit Evaluation is a more complete analysis of your plan and let's see just where your plan is at today. The audit evaluation covers participant contributions, employer matching structures, investment expenses, liability risk exposure to the plan sponsor, investment quality, professional fees & fee arrangements, and services performed by professionals.

Plan savings

 If your plan could save thousands or even millions of dollars...

 when would you want to know?

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Simple adjustments to fund selections or paying for services you don't need or even over paying for services can add up to significant savings over time. 

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Questions To Ask Yourself

1.) Who is being compensated and how are they being compensated?

2.) Is our plan advisor a fiduciary or a sales representative?

3.) Are our participants getting advice or generic educational recommendations?

4.) Do we have quality investments or are they just average?

5.) Is revenue sharing a part of our fee structure?

Not knowing the answer to any of these questions can be a breach of your fiduciary duties and cost participants future income!

PLEASE HELP!

Want to receive a complementary summary report of your plan, then help us help other plan sponsors like yourself?

Just take our Plan Sponsor Survey and we'll send you a summary report of your plan, plus you'll be entered for a chance to win a Yeti Cooler!

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Call : 814-943-3660

Venn Wealth & Benefit Services, LLC, 210 E. Plank Road, Ste 1C, Altoona, PA 16602

©2024 Venn Wealth & Benefit Services, LLC

 

This site has been published in the United States for residents of the United States. The foregoing has been prepared solely for information purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
 

Any strategy overviews are for descriptive purposes only and do not take into account particular investment objectives, tolerance for risk, financial situation, or needs. Not all strategies are suitable for all investors, and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the Venn Wealth & Benefit Services, LLC ​brochure (ADV Part 2 brochure & Client Relationship Summary) which is available from your Investment Advisor Representative or by contacting Venn Wealth & Benefit Services, LLC.

 

Additional information about Venn Wealth & Benefit Services, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.  Please note that registration as an Investment Advisor or Investment Advisor Representative does not imply any level of skill or training.

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Contact Us

info@vennwealth.com

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Mailing Address

210 E Plank Road, Ste 1C

Altoona, PA 16602

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