Strategic partnerships: unlocking the power of 401(k) plan benchmarking

Join us for an exciting partner-only webinar covering 401(k) plan benchmarking, conversion plans, and strategic tactics for growing your business through our retirement partnership.

According to the Department of Labor, plan sponsors should be benchmarking their plans every three years. Plan benchmarking allows businesses with existing 401(k) plans to compare their services and fees against industry standards and other providers to ensure their plan is still competitive and benefiting their employees to the best of their ability.

This virtual event will cover important topics including:

• Why businesses need to benchmark their existing plans

• How to prepare for a plan benchmark

• A step by step walk through a plan benchmark

• The value you can bring to your clientele through our complimentary benchmarking service

After this event, you will be able to request a free benchmark for any of your clients with existing retirement plans.