Executive-Level Fiduciary Assessment
"We believe that by providing plan sponsors and fiduciaries with plan evaluations we can improve America's employees' retirement outcomes"
This straightforward, one-hour evaluation tackles fiduciary best practices, plan design, cost strategies, benefits, investments and fees head-on with your workshop host - no strings attached.
We hand select vetted industry leading fiduciary experts to match your plan with the appropriate professional, or as we refer to - Elite Consultant. From small to large plans, the complimentary plan evaluation is leading America's employees to prudent retirement and benefit outcomes.
Trusted Quality
Through rigorous standards and our proven process, we connect you to the industries most forward thinking consultants. We look at:
- Clean Conduct and Background
- Specialty & Experience
- Credentials, Designations & Awards
- Commitment to Fiduciary Excellence
- Locality
Time Efficient
Our evaluation coordinators work with you for convenient scheduling and coordination. Other committee members are welcomed and highly encouraged to participate.
Due Diligence
It is imperative for prudent plan sponsors to independently review their plan each year, benchmark their provider every 2-3 years and run a full RFP every 4-5 years. In doing so, risk is mitigated and the plan becomes competitive within the marketplace.
Schedule Your Complimentary Plan Evaluation Today and Secure Your Fiduciary Success.
"The meeting exceeded my expectations. The advisor was great and explained everything in terms I could understand, answered all my questions and then some."
-Chicago Human Resources Executive / Co-Owner