Optimize Your School’s Retirement Plan
Many schools are unknowingly paying high fees, offering limited investment options, and facing compliance risks. With our free Retirement Plan Scorecard analysis, you can gain insights into your plan’s strengths, identify areas for improvement, and ensure it aligns with the best practices for your staff’s future..
Get Your Free Scorecard Analysis
Plan Assessment
You will receive a review of your retirement plan(s)’ structure, highlighting strengths and opportunities for improvement.
Fee Analysis
You will learn about hidden or excessive fees, with recommendations on how to reduce costs and optimize savings for your employees.
Compliance Check
You will get an evaluation of your plan’s compliance with relevant regulations, designed to help you prevent legal and financial risks.
Recommendations
You will have a customized report with actionable recommendations to optimize your planand increase participation
How it Works
3. Results: You’ll receive a customized report with grades from Green to Red, along with actionable recommendations to optimize your plan.
Here are some of the questions we can help you answer
Q: What is included in the free scorecard analysis?
- A comprehensive review of your retirement plan, highlighting strengths, gaps, and tailored recommendations to improve performance.
Q: Is there any obligation to make changes after receiving the analysis?
- No. The scorecard is completely free, with no strings attached.
Q: Can I share this scorecard with my team?
- Absolutely. We highly recommend sharing the results with your team to ensure a collaborative approach in reviewing the findings and determining the best course of action to improve your plan.
Q: How long will it take to receive my scorecard?
- Once you submit the request form, one of our advisors will promptly reach out to discuss the details of your retirement plan. The timeline for receiving your customized scorecard depends on factors such as the size of your school and the complexity of your plan, but we strive to complete the analysis in a timely manner.