How it works

The easiest way for any company to gain clarity, context and control over retirement plan fees

 

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Submit your plan data

The first step is for a company representative (e.g. plan fiduciary, CFO, VP/Director of HR, etc.) to sign up and send us your fee disclosure data so we can enter it into the system.

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Compare your plan fees

Then we provide access to your plan summary portal to see a clear breakdown of all the fees your plan is paying and how this compares to other similar plans based on 8 comparison metrics.

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  Negotiate with more accuracy

With unparalleled transparency, you've got a roadmap to drive accountability with your vendors, negotiate smarter and drive down costs for your company and your people. 

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Manage your fiduciary risk

You fulfill your fiduciary duties under ERISA to make sure fees are reasonable on an ongoing basis while having a documented process to show for it.


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Features

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Personalized FeeMetri(k)s Risk Grade™ for your     plan

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Dedicated portal that itemizes and summarizes fees for plan services by payment source and in $ and %

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8 key comparison metrics such as plan assets, # of participants, vendors, industry and region

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Percentile rankings for each point of comparison

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Historical snapshots allow you to track fees how your fees change over time

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Ability to export and email reports to document your process

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Access for multiple company users

Benefits

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Quickly assess how your plan is doing and the risk to your company and your employees

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Promotes fee transparency, simplicity and reduces complexity

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Leverage data and insights to reduce fees and increase ROI

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Promotes well-informed, smarter decision-making

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Helps your company manage risk and avoid expensive lawsuits

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Identify potential issues with your plan before they become problems

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Improves vendor accountability and service levels


Want to see FeeMetri(k)s™ in action?  Have questions?