Fiduciaries "should establish and follow a formal review process at reasonable intervals to decide if they want to continue using the current service providers or look for replacements." — Department of Labor
Use the interactive 401(K) plan benchmarking tool and complementary resources to help your plan sponsor clients and prospects evaluate and review their plan.
Use the interactive fee benchmarking tool to make sure that plans are competitive on fees and understand how the fees that a plan pays compare to plans of the same size and in the same industry.
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Compare plans with others of similar size as well as overall. Create a customized analysis with client-ready PDF output.
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Does your plan stack up?
Retirement thought of the week
Dates to Remember
Add important 2011 Defined Contribution Plan compliance dates to your calendar
This calendar is intended to provide advisors with a list of notable deadlines and is not intended to be authoritative or to provide legal, tax, estate planning or investment advice.
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