PlanCheck Benefits Report

Are your company’s benefit plans performing as well as they could be?

Most companies only know their benefits aren’t in the best shape when a problem arises. Our PlanCheck report provides an independent assessment of your organization’s retirement plan. We benchmark your plan and, as a fiduciary, make recommendations that are in your interest.

We believe making the most of your benefits is just part of our job

Our complimentary PlanCheck report will provide you a summary report explores multiple dimensions of your 401(k), pension, and other benefits plans relative to industry performance benchmarks:

  • Is your Investment Policy Statement (IPS) adequate?
  • Does your plan offer an investment menu that is properly diversified?
  • Are the asset classes represented by the fund options appropriate?
  • Is the overall performance of the fund menu in line with industry benchmarks?
  • How does the total cost of your plan compare to other similarly-situated plans?

Let Conrad Siegel show you how we Think Forward unlike any other firm in our space.

Request your complimentary PlanCheck report

Tell us a little about you and your company below and a Conrad Siegel PlanCheck expert will contact you to answer questions, walk you through how we work, and help schedule your PlanCheck assessment.