Plan Benchmarking & Vendor Searches

The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards—or they provide so much information, you can’t ascertain how to compare one to another! Furthermore, total plan costs are usually impossible to determine from the face of the proposals.

ASSURE Financial Services is the plan sponsor's partner in the plan provider review process. ASSURE Financial Services employs the SearchPro Plan Provider Analysis and Benchmarking System, utilizing a comprehensive database and proprietary methodology that reflects decades of experience analyzing plan provider product and service offerings. This enables plan sponsors to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of retirement plan providers.

A fundamental obligation of plan fiduciaries is to understand the fees being paid by the plan and the plan participants—and to ensure those fees are reasonable, given the services received. ASSURE Financial Services will analyze your plan’s fees and services, benchmark them to similar plans of similar size, and help you understand the results.

Request a Complimentary Fiduciary Investment Review
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