As a fiduciary, you understand the importance of protecting plan participants. Not all benchmark reports are created equal. The PLANALYTiQ analytic process will determine the plan’s quality in comparison to both national as well as proprietary benchmark data from plans with similar characteristics. The report also includes a:

  • Plan Design Review

  • Employee Engagement Report

  • Communication & Education Report

  • Fee Analysis Report

  • Investment Expense Evaluation

  • Participant Fee Impact Report

  • Retirement Readiness Report

  • Fee Equity Report

  • Service Provider Scorecard

  • Governance Report

  • Deficiency & Risk Assessment

Many sponsors believe their plan is fine but the complexity of 401k service models and fee structures makes it very difficult to monitor the plan. Getting help from an independent analytics firm that specializes in 401k benchmarking will make that process easier and much more valuable. How can we help?
 

Have you been told you have a great 401k plan?

Having a qualitative, quantitative & comprehensive analysis through an independent process will help answer that question and meet the responsibility to monitor the plan’s services & fees. See your plan clearly with PLANALYTiQ.

Two affordable options