Vendor Search

With us as your partner, you can choose from the universe of mutual funds — free from proprietary vendor or product pressures. We will help you select the mutual funds that most appropriately fits the specific needs of your firm and your participants.

Plan fee disclosure

Our customized disclosure reports include:

  • Participant statement fee disclosure

  • 404(c) notice preparation

  • DOL fee disclosure grid


Ongoing monitoring

Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance

  • Ongoing fee update reports

  • Guidance on areas of improvement

401(k) Benchmarking Survey (Deloitte)

The 2012 Retirement Confidence Survey