401(k) advisory services for employers.
From plan fees and investments to the questions your employees ask, we help you look after your 401(k). We also help employers compare providers and coordinate a change when it makes sense.
Plan reviews
In a free 45-minute review, we look at the fee disclosures you have, your investment menu and how employees learn about the plan. You get a written report of initial findings, missing information to request and next steps. There's no obligation, and detailed fee benchmarking and fund scoring are separate services.
Explore plan reviewsProvider and fee benchmarking
We read your provider fee disclosures, service agreements and fund expenses to work out what the plan pays and what it gets for the money. We also sort out which provider is responsible for what. When we compare proposals from other providers, we look at service as well as price, because a cheaper arrangement that leaves more work on your desk may not be a better deal.
Explore provider and fee benchmarkingInvestment oversight
The funds in your plan need regular review, and the reasons for recommendations and decisions should be documented. We review costs and performance in context and score the funds each quarter. Your agreement defines our responsibilities and any decisions we're authorized to make.
Explore investment oversightEmployee education
Employees need to know how to enroll, how contributions and investment choices work, and where to find information. We explain those topics and make room for questions. We'll plan the format and timing with you around your team's shifts and job sites.
Explore employee educationStarting a new plan
If you're starting a plan, we'll help you explore plan options, provider services and costs, and work through the questions with your administrator and payroll team. We can also help you prepare information for employees about the new benefit.
Explore starting a new planStart with your current plan.
Bring your questions about fees, investments or employee education, and we'll tell you what we'd look at first.
A free 45-minute review with a written report of initial findings and next steps. No obligation. Detailed benchmarking and fund scoring are separate services.