Our Plan Scorecard follows a defined process to provide insight into your current plan. We will provide you with a measurable report on every aspect of your plan to show you where it’s working well and areas in need of improvement.
How well does the plan operate administratively?
Are participants on track for adequate retirement income?
Is the plan’s cost structure reasonable?
Retail vs. wholesale – which are you?
Do you have the best investments available?
Does the plan conduct an annual independent fiduciary evaluation?
How well prepared is the plan for a DOL audit?
How does your plan stack up against a competing employer?