Current Plan Reviews
When was your plan last reviewed?
Reviewing your plan on a regular basis is the single most important step a plan sponsor can take to ensure plan quality and comply with ERISA standards. We recommend that a plan be reviewed annually at a minimum. Our service includes this annual review as we feel this step is critical.
A plan review should cover - at a minimum - the following items:
- Investment Quality Review - independent data
- Investment Policy Statement Review
- Fee review that includes revenue sharing discovery
- ERISA compliance review
- Plan structure review
Please contact us to discuss how you can get an independent plan review that will allow you to both meet your fiduciary duty and provide you insight into the quality and cost of your current plan.