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Talk to a 401(k) Fiduciary Specialist

Whether you want to benchmark your plan, reduce fiduciary risk, or improve participant outcomes, we're here to help employers and plan sponsors navigate the complexities of retirement planning.

Plan Sponsor Inquiry

Benchmarking your plan, reducing fiduciary risk, or improving outcomes. Our specialists are here to help.

Please fill out all required information below.

Example: schedule consultation, benchmark my 401k, provide report for my current plan, set up a new plan, etc.

FAQs for Plan Reviews

How long does a 401(k) benchmarking review typically take?

A comprehensive benchmarking review usually takes 2–3 weeks. This allows us to gather your current plan data, analyze vendor costs against industry standards, and prepare a detailed report with actionable recommendations.

What information do I need to provide for a review?

To get started, we typically need your most recent Form 5500, a current fee disclosure (408(b)(2)), and a summary plan description. 

Is there a cost for the initial benchmarking report?

We provide a baseline benchmarking report at no cost for qualified employers. Our goal is to demonstrate our value and identify potential fee savings or risk reductions before you enter into a formal advisory relationship.

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