Benchmarking
Successful retirement plan programs are the result of informed, diligent plan sponsors. One of the biggest challenges for plan sponsors trying to stay informed is to have the broader context necessary to understand how their retirement program compares to the broader market. The best way for sponsors to stay knowledgeable is to regularly benchmark their plan (design, investments, vendors, fees, and services) against the marketplace.
With our extensive experience managing retirement plans, Multnomah Group is able to benchmark all components of our clients’ plans, including:
- Fiduciary Audits
- Fee Audits
- Investment Performance Reviews
- Plan Design Studies
- Vendor Service Reviews
- 404(c) Compliance
- 403(b) Regulatory Compliance
