THE SEASONED GUIDANCE your company's retirement plan needs


Benchmark your plan

Having us conduct an objective benchmarking of your plan can help you access your plan. It can evaluate how your investment platform is performing compared to other’s if your provider’s services are competitive, if we can spot any areas that you may be susceptible to in terms of potentially not meeting your fiduciary responsibilities, whether your plan participants can benefit from additional information, and help provide prudent process around determining if the fees you are paying are reasonable. (The Department of Labor requires that retirement plans pay only “reasonable” expenses.)

We are pleased to provide a complimentary plan benchmarking report within two weeks at no cost or obligation to you. Simply complete our form.

    Company Info

    Contact Info

    Plan Info

    ( You are allowed to upload word document, PDF and Excel file )

    Raymond James is not affiliated with and does not endorse the above companies.
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