Vendor Search and Plan Fee Benchmarking

With us as your partner, you can choose from the universe of investments—free from proprietary vendor or product pressures and conflicts of interest. We can help you select the investments that most appropriately fits the specific needs of your firm and your participants.

Plan fee disclosure
Our customized disclosure reports include:

  • Participant statement fee disclosure
  • 404(c) notice preparation
  • DOL fee disclosure grid

Ongoing monitoring
Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance
  • Ongoing fee update reports
  • Guidance on areas of improvement