PlanCheck Report
Is your company’s retirement plan performing as well as it could be?
We believe making the most of your plan is just part of our job
Our complimentary PlanCheck report will provide you a summary report exploring 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?
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.