If you think you're getting something for free or your vendor does not itemize its costs, then you're the product and you lack privacy.

Services

Employee Benefit Plan Assessment

 To mitigate risk, we assess the current structure of fiduciaries serving the Plan by investigating roles and titles. We review insurance coverage.

No Cost.


 We also can assess the Plan operation in areas such as cybersecurity, monitoring advisers and review documentation. See Cybersecurity tab.


Fiduciary training is an option at $300.00


Fiduciary Training

Benefit Plan Fee Analysis

 We simplify the process with technology, data, and reporting. We benchmark and analyze all Plan fees by service type and revenue to establish and document your employee benefit plan pays only reasonable fees for necessary services rendered by each service type and provider.


See a sample report below and pricing options.


Fee Analysis

Plan Service Provider Review and Search

We streamline your required Plan vendor monitoring with on-going reporting to document compensation is reasonable in light of the services being rendered relative to companies of similar size. 

401(k) vendors can not monitor themselves. Let us be your wingman.


Automated RFP, Catapult streamlines the process.

RFP

Benchmark Report Options;

Option 1: Gather the accurate fees and expenses to be benchmarked, complete, and return a data collection sheet, and within 72 hours receive your benchmarking report. The cost is $575.

Option 2: Provide the underlying plan related documents such as service contracts and 408(b)(2) disclosures to us for analysis and report preparation. The cost is $995. If you are a plan sponsor, local representation can be provided.