Broker Check

RFP/ Benchmark Your Plan

If your plan is more than three years old, our philosophy is that you should benchmark it, even if you like the people who manage it.

Comparing your current retirement plan provider to others available in the marketplace is one way to benchmark your plan and provides written proof that you are offering a reasonable option to your employees, which is your duty according to ERISA.

Benchmarking can also be done by comparing your plan against your own stated definitions, if you have an active Investment Policy Statement (IPS).

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