Fiduciary due diligence requires annual plan review, and expert guidance from an Advisor who specializes in related plans is the most impactful way to maximize successful financial growth.
WELCOME TO THE
PLAN SPONSOR CONNECT PORTAL
Your Personalized Guide to Custom Plan Evaluation With the Nation's Top Advisors
Get key answers and specialized insight needed to successfully navigate 401(k), 403(b) and Defined Benefit plans, understand fiduciary responsibilities, and create lasting, positive impact on your employees' retirement outcome.
SCHEDULE YOUR CONNECT CALL NOW
HOW IT WORKS:
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Schedule your preliminary Plan Evaluation through the Connect Portal window -->
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Customize your consultation by completing the introductory questionnaire
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Receive a no-obligation initial phone consultation to set up your personalized plan review
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Get matched with an expert local Advisor to receive a FREE 1 Hour customized Plan Evaluation at your office - a $750 value!
Direct link to scheduling page: https://meetme.so/DueDiligenceReview
1,000+
PLAN SPONSORS PARTICIPATING
100+
EDUCATIONAL PARTNERS NATIONWIDE
96%
PLAN SPONSOR SATISFACTION RATE
20+
YEARS IN THE INDUSTRY
THE CONNECT PORTAL COMMITMENT
We know juggling retirement plan responsibilities isn't the only part of your job, but you are in the position to have a major impact on your employees' futures. We believe it's through YOU that together we can improve retirement for everyone. Our proven plan sponsor connection process provides unbiased information and independent resources for plans of any size. We hand-select vetted industry leaders capable of answering the questions that matter most to your specific concerns. Taking the first step through our complimentary Connect Portal puts plan sponsors on the path toward better retirement management and participant outcomes for all.
OLD METHOD ADVISOR MEETINGS:
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Relying on existing partners or unverified recommendations, running the risk of Advisors who are unspecialized, out-of-touch, or selling a product
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Receiving cookie-cutter plan action items that are not relevant to your specific needs or goals
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Paying thousands of dollars for basic/preliminary evaluation and analysis
Advisor consultation fees starting at $750 per hour
PLAN SPONSOR CONNECT PORTAL:
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Connecting with leading consultants who have been independently-verified for quality conduct, expertise, credentials and excellence
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Matching with a specialized local Advisor capable of delivering a customized evaluation tailored to your plan type and size
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Benefiting from our cost-effective, time-efficient, comprehensive and holistic process that's proven to deliver results
FREE 1 Hour Advisor meeting at your office
IS PLAN SPONSOR CONNECT PORTAL RIGHT FOR YOU?
With over 100 Advisor partners nationwide, we’re able to match you with a verified expert in plans similar to your size and specific needs. Our consultants will review your questions and concerns to connect you with the answers you need most.
Some of the key reasons plan sponsors meet with Advisors is to discuss:
• Benchmarking Fees and Services
• Reviewing Fiduciary Guidance and Support
• Issuing an RFP/Hire
• Launching a Financial Wellness Program
• Optimizing Plan Design
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"The meeting exceeded my expectations. The advisor was great and explained everything in terms I could understand, answered all my questions and then some."
-Chicago Human Resources Executive / Co-Owner
SEE THE IMPACT
Check out some of our Case Studies
Large Plan Provider & Fee Analysis
The plan sponsor had a great record as a responsible fiduciary but came to realize after four years the plan may not be competitive, which could create fiduciary risk. The plan sponsor wanted to adapt the plan to the growing size of the company and maintain the best plan that could be offered to the participants.
Small Plan Fee & Investment Analysis
The plan sponsor wanted to bring in outside investments, reduce fees, and benchmark vendor/record keeper options, but had little experience doing so and needed fiduciary guidance.
University Plan
The plan sponsor was in need of fiduciary support beyond the service of the record keeper. They wanted to bring in outside investments and reduce fees; however, they did not want to switch record keepers and did not have a consultant to negotiate on their behalf.
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