The consultants we have teamed with offer a complimentary diagnostics evaluation that helps clients evaluate their existing program as well as know all the market options available to them based upon their plan demographics and priorities. In addition, teams of legal experts review your plan for compliance with the latest regulatory amendments. Our evaluation also provides valuable market intelligence relative to the vendors, investments, technology, plan designs, platforms, and other factors that other clients are utilizing and can help you benchmark your benefits programs with other employers in your industry.

Employers have found significant value in having access to the full marketplace of information to help them make informed decisions about benefits. The evaluation is also an extremely beneficial resource of documentation for helping employers complete their annual fiduciary due diligence. With all the increasing litigation in the benefits arena, our clients have appreciated having their benefits reviewed by these teams of experts, if nothing else for peace of mind. The review is complimentary and no obligation. Items typically required to perform the evaluation are:

• Employee Census Data (male/female; age/date of birth; salaries; date of eligibility)
• Total Number of Inactive Employees who still maintain account balances
• Adoption Agreement
• Summary Plan Description
• Most Recent Schedule of Assets with Fund Balances
• Loan Balances (if applicable)
• Your Specific Priorities

If you are interested in hearing more about the program, please let us know of a couple of dates that are convenient for you and we will schedule an appointment to offer additional information.