401(k) Advisors Vendor Analysis and Bencmarking is a proprietary process whereby we review data from varios 401(k) vendors, and examine over 200 touch points in 8 main categories, in an effort to deliver to clients a concise, digestable analysis so that they may determine if a vendor change is warranted, and so that they may also meet their fiduciary duties to ensure that fees are in line with the marketplace

'200':24 '401':1,18 '8':28 'advisor':3 'also':58 'analysi':5,41 'bencmark':7 'categori':30 'chang':50 'client':37 'concis':39 'data':15 'deliv':35 'determin':46 'digest':40 'duti':62 'effort':33 'ensur':64 'examin':22 'fee':66 'fiduciari':61 'k':2,19 'line':69 'main':29 'marketplac':72 'may':45,57 'meet':59 'point':26 'process':11 'proprietari':10 'review':14 'touch':25 'vario':17 'vendor':4,20,49 'warrant':52 'wherebi':12

401(K) ADVISORS VENDOR ANALYSIS AND BENCHMARKING

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