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HOW WE HELP

Retirement Plan Design & Optimization

Support for you and your retirement plan

We customize your retirement plan from an unbiased perspective, aiming to match it to your goals and objectives as well as the needs of your employees, and document progress along the way. 

Our proprietary Plan Review Report tracks your current and historical plan engagement, plan fees, Pensionmark service utilization, and plan health data. 

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Vendor Selection
And Benchmarking

We Believe In Fee Transparency

We provide ongoing fee benchmarking so you have a clear understanding of your plan fees, services received, and how they compare with similar-sized plans. We identify which providers are best suited for your needs and give you an easy-to-understand summary of their differences.

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More Than A Price Comparison

Our proprietary Provider Analysis Tool looks at both qualitative and quantitative analysis to provide you with a holistic view of each vendor. Each vendor brings a unique skill set, experience, flexibility, pricing, and service structure. Our goal is to help educate and demystify the vendor review and selection process for you.

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WHAT OUR QUALITATIVE
ANALYSIS INCLUDES

  • Vendor Communication and Education
  • Client Onboarding
  • Plan Administrative Services
  • Reporting

  • Cybersecurity

  • Technology and Infrastructure
  • Employer and Employee Support Experience
  • Investment Flexibility
  • Legal and compliance
  • Provider Expertise and Organization

Improve your plan while reducing your workload

Let’s Talk