Avoid costly legal and compliance issues

Avoid costly legal and compliance issues Avoid costly legal and compliance issues Avoid costly legal and compliance issues

 Our mission is to help plan sponsors avoid costly legal and compliance issues surrounding their 401(k) and 403(b) plans.  

See Your No Cost Benchmarking Report Now

Avoid costly legal and compliance issues

Avoid costly legal and compliance issues Avoid costly legal and compliance issues Avoid costly legal and compliance issues

 Our mission is to help plan sponsors avoid costly legal and compliance issues surrounding their 401(k) and 403(b) plans.  

See Your No Cost Benchmarking Report Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Schedule your Secure Act 2.0 Independent Plan Review Now

Our Mission: Protecting Plan Sponsors from Compliance Risks

Compliance

Compliance

Compliance

By choosing to benchmark your plan, you’re not only protecting your plan participants but also shielding yourself from potential lawsuits and penalties, all while fostering trust and confidence among your employees. 

Uncover

Compliance

Compliance

Identify excessive fees and unnecessary costs, ensuring they align with industry standards.
 

Monitor

Compliance

Monitor

 Monitor investment performance to guarantee your plan offers competitive, high-quality options for participants 

Fulfill

Local Experts

Monitor

 Fulfill your fiduciary duties by maintaining thorough documentation and proving your commitment to prudent oversight. 

Local Experts

Local Experts

Local Experts

Our local partners will benchmark your plan and your current advisor at no cost.  Our experts are not in sales, they are retirement plan experts that provide Benchmarking services to local businesses as a way to give back to their community. 

No Cost

Local Experts

Local Experts

Our successful Financial Service partners provide benchmarking services as a way to give back to the communities they come from.  Protecting locals from predatory retirement plan fees. 

compliance requirements

  

In today’s regulatory landscape, staying ahead of compliance requirements is vital. By choosing to benchmark your plan, you’re not only protecting your plan participants but also shielding yourself from potential lawsuits and penalties, all while fostering trust and confidence among your employees.

Let us help you navigate the complexities of plan compliance, ensuring that your 401(k) or 403(b) plan remains secure, compliant, and above reproach.

The401kReportCard.Org

11440 Okeechobee Blvd, Royal Palm Beach, FL 33411, USA

(561) 987-5576

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