Clarity
insight for the intelligent 401k plan sponsor
putting participants first makes you a great fiduciary
your fiduciary responsibility is an opportunity to lead
act for participants
Fiduciary 101: act in the best interest of plan participants. That requires a breadth of information that, most fiduciaries don’t ever see. 401k plans are confusing by design. Ultimately, most plans experience a fee inequity that erodes a significant portion of participant savings. It gets worse the more money a participant saves.
minimize plan fees
Most fees are hidden or at best, really hard to find. You need to know what you’re looking for, where to look, who to call and how to ask for it. Let us do it for you! Our experienced professionals know how to get the best information and how to present it in a way that helps you make better decisions for your participants.
set true benchmarks
You should have a deep understanding of your 401k plan. Our analytic service includes a comprehensive and independent benchmark report every year. This enables you to make decisions in the best-interest of plan participants from a solid foundation.
maintain compliance
Staying compliant is really hard work. It’s unavoidable, confusing, can’t be delegated and routinely feels like a necessary evil. Bottom line: fiduciaries can be held personally liable. Most plan sponsors focus on the risk of being a fiduciary — we see it as an opportunity to be a great leader. Let us help!
