Plan Evaluator
The first step is to see how your provider stacks up. Our Plan Evaluator provides two important reports. First, our Capabilities Report gives you a clear picture of your company’s specific 401(k) needs. Then, our Due Diligence Report matches plan providers to those needs, taking their service capabilities, ratings and track records into account.

Optimizer
Next we take a close look at how to get the most out of the plan. Our Plan Optimizer evaluates your employee deferrals, matching and other forms of contributions, to see how you can maximize the effectiveness of your plan.

Fiduciary Firewall
To make sure your plan is in compliance—Step 3, our Fiduciary Firewall, is designed to ensure your plan is buttoned up, battened down and completely in line.

RFP Manager
This is where the rubber meets the road. Our RFP Manager is your assurance that responding providers are meeting all the requirements set for forth in your company’s 401(k) RFP.

Education Experience
Educating employees is critical to the effectiveness of any plan. Our Education Experience is comprehensive, interactive and personal, so employees can get up to speed on your plan, as well as address their individual retirement objectives.

Retire-Care Monitor
Finally, no plan is complete without an effective monitoring component. Retire-Care Monitor makes sure your plan stays on track going forward, and includes a re-bidding process every three years to ensure costs remain in line and objectives are being met.