Plan sponsors have a fiduciary responsibility to periodically benchmark their retirement plan. Our independent review uncovers what's really going on — so you know exactly where you stand.
Many plan sponsors think everything is fine — until an independent review reveals issues they never knew existed. Here's what we typically uncover.
Most plan sponsors have no idea what their true 401(k) fees are. Revenue sharing, sub-TA fees, and buried costs often mean you're paying 30-50% more than necessary.
As a plan sponsor, you have a legal responsibility to ensure your plan serves your employees' best interests. Without regular independent review, you may be unknowingly exposed.
Are your employees actually prepared for retirement? Most plans fail to provide adequate education, leading to poor participation and outcomes.
When's the last time someone benchmarked your current advisor? If they set up the plan, they probably haven't been objectively evaluated since.
A straightforward process designed to give you clarity — not a sales pitch
Request a no-cost, no-obligation benchmark review. Takes less than a minute.
One of our vetted 401(k) specialist advisors conducts an independent analysis of your plan.
Get a clear picture of your fees, compliance, investments, and plan design — with no pressure.
Armed with real information, you decide if any changes make sense. That's it.
We understand the hesitation. Many plan sponsors worry that requesting a review means someone will pressure them to change their plan or fire their current advisor. That's not what this is.
Our advisors are here to conduct an independent benchmark — the same kind of review you're required to do as part of your fiduciary duty. What you do with the information is entirely up to you. No pressure. No obligation. Just clarity.
Every advisor in our network has been vetted for their expertise, credentials, and commitment to serving plan sponsors with integrity.
Every advisor undergoes thorough credential verification, background checks, and a review of their track record before joining our network.
These aren't generalists. Our advisors specialize specifically in retirement plans — it's what they do every day.
Our advisors operate with a fiduciary mindset, putting your plan participants' best interests first.
No matter where your business is located, we have vetted advisors ready to conduct your independent review.
Every 12 months, plan sponsors should benchmark their retirement plan. Request your independent review today — at no cost and with no obligation.
Request Your Independent Review