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Benchmark the Plan Fees

We listened. Now our tools are easier to use.

How do the fees your client's plan pays measure against plans of similar size?

Complete a short questionnaire about your client's plan, then compare your responses to plans of similar size and the overall industry. Review the results and add your comments to the customizable PDF.

View a printable questionnaire form

View a sample report

Create a Report in 4 Easy Steps:

Complete the short questionnaire about your client's plan on each step of the comparison
Compare your responses to plans of similar size and to the overall industry
Review the results and (optionally) add your comments to the report
Generate and download a completed report

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RidgeWorth Investments

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Unless otherwise noted, the opinions provided by the authors and other sources are not necessarily those of RidgeWorth. The statements and opinions expressed are subject to change at any time based on market and other conditions. Information provided is general and educational in nature. It is not intended to be, and should not be construed as, investment, legal, estate planning, or tax advice. RidgeWorth does not provide legal, estate planning, or tax advice. Laws of a specific state or laws relevant to a particular situation or pensions in general may affect the applicability, accuracy, or completeness of this information. Federal and state laws and regulations are complex and are subject to change. Consult with an attorney or a tax or financial advisor regarding your specific legal, tax, estate planning, or financial situation.

RidgeWorth Funds are available to U.S. investors only and may not be available in all states.

For more information on any RidgeWorth fund^[1], please contact your financial advisor or call RidgeWorth Funds at 888-784-3863 for a prospectus. An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund's prospectus. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including possible loss of principal.

RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser.

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