Retirement plan review for employers
See whether your retirement plan still fits your company and employees.
A plan review can help an employer compare fees, services, investments, participant support, and provider performance without assuming a provider change is necessary. The goal is a documented view of what is working, what deserves attention, and which next steps are reasonable for the plan.
What we can review
Bring the pieces into one conversation.
Direct answers
Start with the question you asked.
What does a retirement plan review include?+
A focused review commonly examines plan goals, fees, provider services, investments, participant experience, governance practices, and existing documentation. The scope should be agreed upon in advance and tailored to the employer's actual questions.
Are our 401(k) fees reasonable?+
Reasonableness depends on services, plan size, participant count, investment structure, and comparable pricing. Review direct and indirect compensation and document the process used to evaluate it.
Does our provider still fit the plan?+
Compare service, technology, fees, investment support, compliance assistance, participant experience, cybersecurity, and responsiveness with today’s needs. A documented benchmark can show whether improvement requires a change.
Do we have to change providers after a review?+
No. A review may support keeping the current provider, requesting service improvements, adjusting selected plan features, or evaluating alternatives. The findings should guide the next step rather than presume a replacement.
Choose the employer need
Go directly to the conversation that fits your plan.
Your next step