Maximize Clients' Retirement Plan Selection: A Comprehensive Plan Provider Evaluation Checklist
Help clients evaluate retirement plan providers using a comprehensive checklist to ensure they choose the best fit for their business needs.
Key Points
- Plan Features and Capabilities: Assess the provider's ability to accommodate various plan sizes and types, offer flexible and customizable options, and provide technology that simplifies administrative tasks.
- Participant Engagement and Experience: Evaluate the provider's educational resources, investment options, enrollment processes, and website capabilities to ensure a seamless and supportive experience for participants.
- Processing, Service, and Security: Ensure fees are transparent, customer service is dedicated, and security policies are robust to safeguard data and provide reliable support.