758 W Fulton | Grand Rapids, MI 49504 | 616.774.9290 | 800.973.401k

Due Diligence Plan Review


Let us help you fulfill your fiduciary responsibilities and complete a review of your current retirement plan.  Our due diligence report is an independent and comprehensive look at your plan provisions, costs, and investment options.  This service allows you to benchmark your plan, and includes an examination of the following:

  • Vendor Analysis
  • Investment selections
  • Investment Policy Statement
  • Compliance with Investment Policy Statement
  • Plan fees and expenses
  • Plan design needs analysis
  • Recommendations for improvements

Contact us today to schedule your independent plan review.