Plans for Employers

Don't let your employee benefit program become an employer liability

Assess Investment Performance.
Validate the suite of investment offerings

  • Scorecard System - An in-depth methodology to research and evaluate strategies.
  • Plan Asset Link - Tracks system-wide data by syncing investment lineup and assets from recordkeeper.
  • Target Date Fund Analyzer -  A process to assist plan fiduciaries in selecting and monitoring TDF's.

Support Plan Compliance.
Identify gaps and create an action plan

  • B3 Provider Analysis - Benchmarks and evaluates plans, fees, services and investments.
  • Fiduciary Fitness Program - ERISA compliance benchmarking system.

Create Informed Outcomes.
Paradigm-shifting technology for helping clients advance courageous plan design

  • PLANavigator - Project costs and outcomes in order to help you construct an effective plan design.

Prudent fiduciary processes.

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