Compare Retirement Plan Providers

It is very difficult to compare Retirement Plan Providers. We have created a list of questions that all Plan Sponsors should ask providers when discussing the details of the plan they are considering. For a copy of this list please click here. We also do a side by side comparison of a Plan Sponsor's Current Plan Provider (based on the information the Plan Sponsor provides) and any other competitor proposals that the plan sponsor would like to include. We narrow our search down to the top two providers and present the Plan Sponsor with a Spread Sheet like the one listed below. We also provide a soft copy of this spread sheet to the plan sponsor so they can add other proposals or make changes to the asset amount to see how the fees will fluctuate as assets grow. If you would like us to provide a side by side comparison or if have a question please feel free to give us a call or send us an email. 

Comparison Chart