Employee Benefit Plan Assessment

 To mitigate risk, we assess the current structure of fiduciaries serving the Plan by investigating roles and titles. We also assess the operation and administration of the Plan and review documentation. 

Fiduciary Chart

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.

Fee Analysis

Plan Service Provider Review and Search

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