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Plan Benchmarking

By benchmarking your plan against the Pension Protection Act (PPA) and industry standards, we can provide valuable guidance:

  • Compliance with PPA
  • Industry comparison
  • Analyze fees and expenses
  • Evaluate investment menu
  • Assess participation
  • Identify needed features and services
  • Track plan goals


Please Send or Email Me More Information About Plan Benchmarking

Fiduciary Briefcase
Investment Insight & Oversight
Fiduciary Training and Education
Improving Participant Outcomes
Plan Benchmarking