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Compare For Yourself. Benchmark Your Plan.

Retirement Plan Benchmarking Done The Right Way

You consider many variables when benchmarking your retirement plan. We take the time to mearure not just fees and costs, but what value is being received. The Department of Labor has frequently stated that fees of themselves are not everything. So while we certainly consider fees in our evaluation, we also consider service levels, support and key success measures. To provide an independent analysis of both your current 401(k) plan and our Program, we rely on Fiduciary Benchmarks, Inc. 

Compare Your Current Plan

To aid in your due diligence of our ONE Retirement Plan Program, we provide an independent benchmarking report though Fiduciary Benchmarks, Inc. It is our position that the adoption of our Program is a fiduciary act. Therefore, you will want to conduct due diligence, compare features and benefits, and evaluate costs in an apples-to-apples format. In order to assist employers with this task, we make available a comprehensive Fiduciary Benchmarks report for a small fee.