Retirement plans should be monitored periodically to assure that the plan is up-to-date. Plan fiduciaries are responsible for assessing service provider fees, services, and the investment lineup. Small plans should benchmark every three to five years, while large plans will want to benchmark every two to three years.
Submit the form below for more information about B3 Provider Analysis.
Evaluating Your Plan and Fees, Think More Not Less
Understanding Fees and Avoiding Fee-Based Litigation
Evaluating Your Target Date Series
Defined Contribution Recordkeeper Consolidation Continues
Why CFO's Should Consider Partnering With a Retirement Plan Advisor
Records and Their Expiration Dates
Are Your Participants Experiencing a Fee Imbalance?
Last reviewed 6/1/2022
Click below to get your risk number.