Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
If you haven't reviewed your plan the last 2-3 years, now is surely the time! This process can be time-consuming and confusing if you don't do it every day. Don't worry, this is exactly what I specialize in.
With just a few select documents from your current plan sponsor, I can Benchmark and Review your plan. I will use some of my time and resources to provide you with some independent reporting that will illustrate the total cost of your retirement plan vs. other plans of similar size. This reporting will also illustrate the quality of the underlying investments offered in the retirement plan. Our Benchmark and Review process can be presented in as little as 20 minutes. If no further questions arise, you can file our reports in your compliance file knowing you've completed a higher level of due diligence.
Keep in mind:
Please contact us to get your review process started!