Plan Level Benchmarking

The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine if employee communication services and investment standards are sufficient. Furthermore, total plan costs are usually impossible to determine from the face of the proposals.

Robinson Wealth Advisors is the Plan Sponsor's partner in the plan provider review process. Robinson Wealth Advisors uses the SearchPro Plan Provider Review Process, which enables Plan Sponsors to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.