An inside look at how one company tackled fees head-on
As the workforce changes, many business owners discover their retirement plan may need a refresh to stay competitive. That was the case for a mid-sized, employee-owned real estate and construction company located in the Northeast. But, the company came to us with bigger goals than just making sure…
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Case study: Benchmarking analysis uncovers opportunities to improve retirement plan design
Why employers with a 401(k) or 403(b) plan should benchmark — and consider fee levelization As a business owner, how often should you compare your 401(k) or 403(b) fees and expenses to similar retirement plans? In the industry, we call this “benchmarking your retirement plan.” There’s no…
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