401k Benchmarking
Plan analysis and comparison to reduce your costs
Determining the “all-in” cost of a 401k plan can be difficult – there are advisory fees, recordkeeping fees, administrative fees, fund fees, and sometimes more.
There are also indirect costs that are even more difficult to discern – things like corrective distributions, missing regulatory forms, low employee contribution rates, excessive uninvested cash, payroll errors, and more.
Contact us and we will do a deep dive analysis of your plan, uncovering the true all-in costs and delivering the results to you in a clear, easy to read report that we will walk you through personally.
Please contact Chris Stevenson at (860) 222-0232 or cstevenson@forrestfinancialpartners.com