401K Consulting Services

We have become one of Chicago’s best independent
consulting firms.

Maximize 401k Efficiency

We help increase plan efficiency and ensure total plan costs are relevant through:

  • Vendor Benchmarking Analysis
  • Provider Contract Review
  • Provider Pricing Renegotiation
  • Plan Conversion Guidance
  • Plan Design Analysis
  • Compliance Checklist

Reduce 401k Risk

We help navigate fiduciary responsibility through robust analysis and

  • Investment Policy Statement
  • Fiduciary Investment Review
  • ScorecardSM Fund Ranking
  • Quarterly Market Summary
  • 404(a) / 404(c) Guidance