Did you know that plan sponsors have been sued for allowing high fees and inefficient share classes in their company 401k plans? Make sure you are not the next 401k lawsuit! (Click for details)
High recordkeeping fees, excessive asset based fees, high advisory fees, 12b-1 fees, sub T/A fees, shelf fees, commissions, conflicts of interest and inefficient share classes are all problems we find in many of the plans we analyze. Let us dissect your plan and help you fix it!
This chart shows the results of the last ten plans we analyzed in October, 2017. That's right...ALL plans. Not just plans that made us look good. The average plan was paying 71.9% more than they would have with our solution. In almost every case, these plan sponsors were not aware that better value solutions were available.
To find out if your fees could be improved, contact us for a free analysis of your retirement plan. Please complete the form below or call (608) 210-1404 to get the process started.