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