Periodic benchmarking is a widely recognized practice for retirement plan sponsors. We schedule complimentary benchmark reviews with participating financial advisors, so you can see how your plan's fees, investments, and design compare.
A periodic benchmark review helps you understand how your plan compares on fees, investments, service, and design. Here's what a review typically looks at.
Retirement plan cost structures can be complex — recordkeeping, administration, investment, and advisory costs may appear in different places. A benchmark review lays out your plan's costs so you can evaluate whether they are reasonable.
ERISA requires plan fiduciaries to act prudently and to ensure that plan expenses are reasonable. Periodic benchmarking is one way many plan sponsors document that process.
A review can look at participation rates, plan design features, and the education resources available to your employees.
A benchmark provides a point of comparison for the services and costs of your plan's current providers, which many plans have never formally compared against alternatives.
A straightforward process, from request to report
Request a no-cost, no-obligation benchmark review. Takes less than a minute.
A participating financial advisor conducts a benchmark analysis of your plan.
Get a clear picture of your plan's fees, investments, and design.
You decide whether any changes make sense, and whether to take any further step with the professional who conducted the review. That's it.
The 401k Advisorline is an appointment-scheduling service for independent financial professionals ("Advisors"). We are not an investment adviser, and we do not provide investment, legal, or tax advice. Advisors pay us a fee to participate in our program and receive introductions to plan sponsors who request a benchmark review. That fee is paid whether or not you ever become a client of the Advisor, and it is never passed along to you — the review itself is provided at no cost and with no obligation.
We are not affiliated with the Advisors in our program. Whether to engage an Advisor after your review is entirely your decision, and any engagement is directly between you and the Advisor.
Benchmark reviews are conducted by licensed financial advisors who participate in our program and work with employer-sponsored retirement plans.
Advisors in our program are licensed financial advisors. You can research any advisor's registration and history for free on FINRA BrokerCheck (brokercheck.finra.org) or the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov).
The advisors in our program work with employer-sponsored retirement plans, such as 401(k) and 403(b) plans.
Whether to work with any advisor after your review is entirely your choice. Any engagement is directly between you and the advisor, on terms you agree to with them.
Participating advisors are available across all 50 states.
Many plan sponsors benchmark their retirement plan periodically as part of their fiduciary process. Request a complimentary review — at no cost and with no obligation.
Request a Benchmark Review