For Employers

Free plan health check.

We will benchmark your current plan against comparable plans in your industry and size band, and identify where fiduciary exposure sits. You receive a written summary — no obligation.

— Fee benchmark: total expense ratio vs. peers
— Fund lineup review: quality, share class, redundancy
— Fiduciary process audit: what is documented, what is missing
— Liability map: where you are personally exposed today

Typical response within one business day. Reviews are conducted by a fiduciary advisor, not a sales rep.