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Knowledge is Power
Protect your Plan and Enhance your Participants Retirement Outcome

As a Plan Fiduciary, ERISA currently requires that you perform a prudent evaluation of your plan's service providers and the reasonableness of the fees being charged for the services that they provide.

In addition, public scrutiny of 401(k) plan fees is at an all time high. 401(k) plan fee litigation is now commonplace. There are multiple regulatory and legislative attempts to mandate the evaluation of 401(k) fees and the national media is covering the issue on a daily basis.

What is a prudent plan sponsor to do?

Ross, Sinclaire & Associates has partnered with Fiduciary Benchmarks to offer Plan Sponsors an independent, comprehensive and informative analysis of plan fees, services and participant success measures.

The combination of Fiduciary Benchmark's quantitative analysis and Ross Sinclaire's qualitative interpretation will enable Plan Sponsors to look at their plan fees, services and participant success measures in a way that has never been possible before.

Benchmarks Report - Participant Success Measures

Benchmarks Report - Fees, Plan Design, & Participant Success Measures

Benchmarks Report - Plan and Participant Services

Benchmarks Report - Sponsor and Advisor Provided Services


Michael E. Morris, AIF, CRPS
Director Institutional Consulting
Ross, Sinclaire & Associates, LLC
800-543-1831 (Toll Free)
513-762-3688 (Direct)
MMorris@rsanet.com
 
Member FINRA/SIPC.
    
Investments in securities and insurance products are:
NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE