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_Benchmark My Plan

[big_event_about_us_1 title=”Complementary 401(k) Fee and Investment Benchmarking” subtitle=”BONUS: Includes One Hour of SHRM-CP Credit”]401(k) Fiduciary Summit is committed to providing the tools and resources necessary to run a best in class retirement plan. It is critical to benchmark your plan regularly to ensure it is in compliance, priced competitivly and meeting the needs of your company. We have broken the once complicated process down to four simple steps.[/big_event_about_us_1]
[big_event_expectation title=”What Does a Benchmark Include?” sub_title=”SHRM-CP Credit” expectations=”%5B%7B%22image%22%3A%222571%22%2C%22title%22%3A%22Fee%20Benchmark%22%2C%22description%22%3A%22We%20will%20review%20your%20current%20fees%20and%20also%20benchmark%20them%20against%20what%20the%20market%20can%20offer%22%7D%2C%7B%22image%22%3A%222579%22%2C%22title%22%3A%22Investment%20Review%22%2C%22description%22%3A%22We%20will%20provide%20a%20clean%20and%20easy%20to%20understand%20investment%20review%20of%20your%20current%20investments%20and%20how%20they%20rank%20amongst%20their%20peers%22%7D%2C%7B%22image%22%3A%222580%22%2C%22title%22%3A%22Consultation%22%2C%22description%22%3A%22We%20understand%20their%20is%20a%20lot%20of%20jargon%20in%20the%20401(k)%20industry.%20We%20will%20talk%20you%20through%20the%20reports%20and%20answer%20any%20questions%20you%20may%20have%22%7D%5D”][big_event_timeline sec_title=”Four Simple Steps” timeline=”%5B%7B%22time%22%3A%22Step%201%22%2C%22title%22%3A%22What%20are%20your%20current%20fees%3F%22%2C%22description%22%3A%22It%20should%20be%20simple%20but%20many%20401(k)%20providers%20make%20it%20nearly%20impossible%20to%20determine%20what%20you%20are%20paying.%20401(k)%20fees%20are%20not%20as%20transparent%20and%20easy%20to%20understand%20as%20we%20would%20hope%20they%20were.%20We%20understand%20fees%20are%20not%20the%20only%20item%20to%20benchmark%20but%20we%20think%20it%20is%20a%20great%20place%20to%20begin.%5Cn%5CnWe%20can%20benchmark%20your%20plan%20against%20your%20peers%20and%20industry%20averages%20to%20make%20sure%20your%20plan%20is%20competitively%20priced.%20%22%7D%2C%7B%22time%22%3A%22Step%202%22%2C%22title%22%3A%22How%20do%20your%20investments%20compare%20to%20their%20peers%3F%22%2C%22description%22%3A%22Investments%20are%20much%20easier%20to%20evaluate%20because%20they%20have%20a%20benchmark%20and%20peers%20to%20score%20against.%20The%20returns%20of%20your%20investments%20are%20also%20important%20to%20evaluate%20because%20they%20are%20what%20the%20fees%20are%20deducted%20from.%20To%20put%20it%20simply%2C%20the%20worse%20investments%20you%20offer%20the%20more%20expensive%20your%20plan%20becomes.%20%5Cn%5CnWe%20can%20evaluate%20your%20investments%20and%20score%20them%20vs.%20their%20peers%20for%20you%20in%20a%20clean%20report.%22%7D%2C%7B%22time%22%3A%22Step%203%22%2C%22title%22%3A%22Evaluating%20the%20open%20market%20%22%2C%22description%22%3A%22After%20we%20put%20together%20a%20report%20we%20can%20get%20gather%20live%20bids%20from%20various%20recordkeepers%20to%20get%20an%20understanding%20of%20how%20your%20plan%20stacks%20up.%20Looking%20at%20the%20various%20proposals%20will%20allow%20you%20to%20see%20if%20a%20deeper%20conversation%20is%20needed%20to%20maximize%20your%20plan.%20%22%7D%2C%7B%22time%22%3A%22Step%204%22%2C%22title%22%3A%22Talk%20to%20a%20consultant%20to%20understand%20the%20findings%22%2C%22description%22%3A%22After%20reviewing%20the%20reports%20you%20may%20still%20have%20questions%20or%20want%20to%20dive%20deeper%20in%20a%20proposal.%20401(k)%20Fidcuiary%20Summit%20is%20here%20to%20help%20and%20provide%20independent%20consultation%20throughout%20the%20process.%20Our%20mission%20is%20to%20assist%20companies%20in%20making%20sure%20they%20have%20the%20best%20possible%20retirement%20plan.%22%7D%5D”]
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