Would you like to know:
- How much your plan REALLY costs?
- If your plan has hidden fees?
- If your sponsor liability is too high?
- If your plan funds are not diversified enough?
- If your plan design should be tailored?
These are but a few of the things we can tell you.
We serve our clients, not the other way around. We adapt to your needs. While we have standard procedures that help us work efficiently, the plans and services we provide you are far from standard.
Get your free Score Now!
How It Works
Submit your plan by clicking the link below. We will provide you with a report that will identify red flags and fiduciary risk factors to plan sponsors, as well as provide plan statistics, benchmarking and fee analysis.