PLAN
REVIEW
REVIEW EXISTING PLAN
Let us help you manage your fiduciary responsibilities
Evaluating and Benchmarking a plan
Quantitative
- How much are you paying relative to other plans your size
- How much do your investments perform compared to others in the same asset class
- Do you have underperforming required proprietary investments
- Are you taking advantage of tax credits available
Qualitative
- What services are you receiving relative to the fees you are paying
- Do you have an experienced dedicated service team from all vendors
- Are you utilizing an old product or platform with less versatility
- Are you receiving retirement plan support in M&A transactions
Technology
- How intuitive is the website for employers and employees
- Have you maximized integrations for ease of managing administrative requirements
- Have you conducted a cybersecurity check of vendors and processes
- What is the availability and functionality of smart phone applications
Engagement
- What is the enrollment process for new hires
- Do you have an education plan and track retirement readiness
- Have you integrated or evaluated additional employer benefits
- Does your service team have enough depth
Our Integrations
Smooth 401K has access to licensed software and company payroll integrations to help streamline your administrative day-to-day tasks involving running your 401k plan. This provides 360/180 integration between our vendors and the majority of major payroll providers. This, most importantly, can reduce risk and liability while saving time.
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