Is Your School Overpaying for Its Retirement Plan? →
Get a free Retirement Plan Scorecard to uncover hidden fees, reduce compliance risk, and boost savings—without lifting a finger.
Get Your FREE Scorecard Analysis
No Cost No Obligation 100% Confidential
Serving 800+ School Districts Nationwide for Retirement Plan Management
And now, we’re offering a free Scorecard Analysis to help more schools uncover hidden fees and lower risk
What You’ll Get – At No Cost
Plan Assessment
We review the structure of your current plan to spot inefficiencies and missed opportunities.
Fee Analysis
We uncover hidden or excessive fees—and give you clear steps to lower costs and increase savings.
Compliance Check
We assess your plan’s alignment with current regulations to help you avoid costly penalties.
Recommendations
You’ll get a customized report with clear, jargon-free steps to improve participation and outcomes.
How it Works
1. Sign Up: Fill out the form above to request your free Retirement Plan Scorecard. That’s it.
2. Analysis: Our experienced advisors review your plan behind the scenes—no calls, no pressure.
3. Results: You’ll get a personalized report (Green to Red) with savings opportunities, risk areas, and action steps.
4. Next Steps: Choose to implement our suggestions on your own—or get support from our team. No strings attached.
FAQs
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.