Our Approach
You can’t improve what you don’t fully understand. That’s why we go beyond traditional benchmarking with a comprehensive audit evaluation of your retirement plan. We take a deep dive into:
- Participant contributions and savings behaviors
- Employer match structures
- Investment options and associated fees
- Plan-level fiduciary risks and liabilities
- Professional services and compensation models
- Overall investment quality and performance
This analysis gives you a clear picture of where your plan stands today—and where it can be improved. Sometimes, simple adjustments to fund selections, fee structures, or unnecessary services can lead to meaningful long-term savings and improved participant outcomes.
Why It Matters
As a plan sponsor, your fiduciary responsibility is real—and failing to ask the right questions could lead to costly consequences for both you and your participants. Key questions every plan sponsor should be asking include:
- Who is being compensated—and how?
- Is our advisor acting as a fiduciary or a sales rep?
- Are our participants receiving personalized advice or just generic education?
- Do our investments reflect quality—or are they just average?
- Is revenue sharing impacting our fee transparency?
Not having clear answers to these questions could be a red flag. We help you address these concerns head-on, with proactive oversight and strategic recommendations that support your compliance and your employees’ financial wellness.