Benchmarking To Earn New Clients
Benchmarking plans creates better plans and happier clients
A company's retirement plan is a living program that should not be established and forgotten about. A company 3 years ago is not what it is today. Has the plan been reviewed and alternatives been provided to make it a more effective plan? That's where Retirement LLC can add real value through the benchmarking process. This is a systematic method of reviewing all aspects of the plan to determine all the ways to make it a better program for the employer. We step you through the process of reviewing such items as service levels, fees, plan design and compliance. As the financial profesional, you can help them review the investment choices. Together we provide a comprehensive plan review that will create the most effective plan and demonstrate our value and expertise to the client.