Improve Your Plan 🔹 Reduce Your Costs 🔹 Add Trustee Protection 🔹 Satisfy Requirements

Many employers believe their 401k plan is performing well, especially in a strong market. However, appearances can be deceiving. Even a solid platform may have excessive fees, issues with their investment lineup, and/or gaps with their administration and fiduciary process which exposes company owners and plan trustees to unwanted liability.

Our 401k Plan Upgrade Review has consistently uncovered opportunities and helped business owners improve their plans for decades.

Reviews are a fiduciary requirement and we provide what you need to properly monitor your plan and implement improvements. Below are some of the areas we will monitor during this process.

Most plans can be improved in one or more of the following ways:

     •  Reduce plan costs.
     •  Lower investment fees.
     •  Improve investment options.
     •  Add fiduciary protection (most employers are unaware of their personal liability).
     •  Provide plan monitoring.
     •  Create ongoing reporting.
     •  Manage employee education.
     •  Add support to manage required mailings.
     •  Create a Due Diligence File.
     •  And more….

Let’s start with a quick call to discuss how you can receive the following:

    •  An outline of areas for improvement or peace of mind that your plan is in good order.
    •  Reports to help fulfill your various requirements to monitor and manage your plan.
    •  Actionable insight for internal upgrades and plan management improvement.
    •  Access to an expert support team to help upgrade and manage your plan, if needed.