HAVE YOUR 401K PLAN BENCHMARKED

AT NO COST TO YOU

SAVE YOUR RETIREMENT PLAN FROM HIDDEN EXPENSES

Why Companies Are Benchmarking Their 401k Plans Now

By taking the time to benchmark their 401k plans, companies can receive insight into current plan performance and how it stacks up against other similar plans. This allows you to track participant metrics (savings, investments, and diversification) while ensuring your fees and expenses are reasonable for todays market. 

BENEFITS OF BENCHMARKING

Our mission is simple.

LEAVE A POSITIVE MARK.

That is why we offer free, independent, 401k benchmarking to fiduciaries.

Why are we offering 401k benchmarking for free? Happy employees make great companies. Great companies leave great legacies. 

Your employees are giving you their hard-earned money, and a large amount of their trust, to make sure you create an investment portfolio that benefits them in the years after retirement age. 

Leveraging empirical data from benchmarking professionals

The only way to know if your 401k plan fees are reasonable is to objectively compare them with industry averages. This is known as benchmarking. Not only does benchmarking help you assess portfolio structure, but it also gives your employees valuable documentation about whether their money has been invested responsibly. 

Unfortunately, the information you need is not always readily available. In fact, finding accurate information on the internet about plan performance is notoriously difficult to come by, until now

FEES COULD BE ERODING YOUR 401K SAVINGS.

BENCHMARKING YOUR PLAN CAN UNCOVER NEW OPPORTUNITIES

We are a company interested in helping you, help your employees, have the best retirement outcomes.

Working on a computer

By comparing your company’s 401k plan to those of a similar size and structure across the industry, you can rest assured that you have fulfilled your fiduciary duty to invest and monitor responisbly.

WE KNOW HOW IMPORTANT BENCHMARKING IS, SO WE ARE OFFERING IT FOR FREE.

It’s our way of giving back.

Investment Advisory Services offered through Independent 401(k) Advisors, LLC, a Registered Investment Advisory firm.