Optimize Your School’s Retirement Plan
with a Free Scorecard Analysis
Is your retirement plan truly serving your employees?
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..
Plan Assessment
You will receive a thorough review of your current retirement plan’s structure, highlighting strengths and areas for improvement.
Fee Analysis
You will learn 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 all relevant regulations, design to help you prevent legal and financial risks.
Recommendations
You will have actionable insights to improve investment options, increase participation, and enhance plan performance.
How it Works
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 within 10 business days.