Analyze Your Retirement Plan

Get a competitive and comprehensive analysis of your current retirement plan — for absolutely no cost.

As a plan sponsor, you’ve accepted the fiduciary responsibility to run your business’s retirement plan and help your employees achieve their goals for the future.

But this responsibility goes beyond plan oversight. It means your plan fees must be fair and reasonable. It means your plan investment options must be diversified and sound. And it also means the decisions you make must be thorough and documented.

The good news is you don’t have to go it alone. We’ll conduct a complimentary analysis of your current retirement plan to ensure your program is fully compliant and delivers the greatest value to your employees.

 

Put your plan to the test.

To request a plan analysis, fill out the form below or contact Erika Young, Director of Employer Plan Services.

What We’ll Review

Your plan's fees and compare them to similar plans within your industry

Your current investment lineup

Your employee participation rate compared to similar plans within your industry

Your employee contribution rate compared to similar plans within your industry

Featured Expertise

Erika Young, CRPS®, CPFA, AIF®

I’m committed to helping our clients establish a clear vision for their ideal retirement plan so they can retire the way they want to. They work hard to prepare for their financial future, and it’s important to provide them the education they need to understand their reality and start saving early.